Turtle Creek Wealth Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio IMTM Stock Details IMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.7K	Hold	650	–	–	﹤0.01%	492
2026 Q1	$31.2K	Buy	+650	New	+$32.6K	﹤0.01%	441

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Turtle Creek Wealth Advisors's IMTM Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 650 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Turtle Creek Wealth Advisors first reported a position in IMTM in Q1 2026 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Turtle Creek Wealth Advisors held 650 shares of iShares MSCI Intl Momentum Factor ETF worth $34.7K as of Q2 2026.
Turtle Creek Wealth Advisors left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #492 holding.
Turtle Creek Wealth Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.