UBS Group
IMTM icon

UBS Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

UBS Group’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 		$35.1M Buy
659,017
+56,493
+9% +$2.95M ﹤0.01% 2095
2026
Q1 		$28.9M Buy
602,524
+53,435
+10% +$2.68M ﹤0.01% 2198
2025
Q4 		$26.3M Buy
549,089
+32,275
+6% +$1.55M ﹤0.01% 2316
2025
Q3 		$24.7M Buy
516,814
+30,504
+6% +$1.41M ﹤0.01% 2328
2025
Q2 		$22.2M Buy
486,310
+121
+0% +$5.17K ﹤0.01% 2257
2025
Q1 		$19.4M Buy
486,189
+74,735
+18% +$2.96M ﹤0.01% 2354
2024
Q4 		$15.4M Buy
411,454
+25,382
+7% +$991K ﹤0.01% 2619
2024
Q3 		$15.6M Buy
386,072
+3,191
+0.8% +$125K ﹤0.01% 2025
2024
Q2 		$14.8M Buy
382,881
+11,642
+3% +$449K ﹤0.01% 1916
2024
Q1 		$14.6M Buy
371,239
+2,134
+0.6% +$77.8K ﹤0.01% 1946
2023
Q4 		$12.7M Sell
369,105
-3,775
-1% -$123K ﹤0.01% 1906
2023
Q3 		$11.7M Buy
372,880
+13,743
+4% +$449K ﹤0.01% 1867
2023
Q2 		$11.9M Buy
359,137
+5,452
+2% +$180K ﹤0.01% 1839
2023
Q1 		$11.4M Buy
353,685
+51,541
+17% +$1.64M ﹤0.01% 1796
2022
Q4 		$9.32M Sell
302,144
-73,826
-20% -$2.19M ﹤0.01% 1980
2022
Q3 		$10.1M Buy
375,970
+184,805
+97% +$5.46M ﹤0.01% 1786
2022
Q2 		$5.72M Sell
191,165
-41,234
-18% -$1.34M ﹤0.01% 2263
2022
Q1 		$8.24M Sell
232,399
-84,142
-27% -$2.99M ﹤0.01% 2087
2021
Q4 		$12M Buy
316,541
+11,287
+4% +$441K ﹤0.01% 1978
2021
Q3 		$11.6M Sell
305,254
-22,779
-7% -$894K ﹤0.01% 1919
2021
Q2 		$12.7M Buy
328,033
+13,964
+4% +$548K ﹤0.01% 1836
2021
Q1 		$11.8M Buy
314,069
+61,732
+24% +$2.35M ﹤0.01% 1812
2020
Q4 		$9.5M Buy
252,337
+16,636
+7% +$587K ﹤0.01% 1890
2020
Q3 		$8.01M Buy
235,701
+56,752
+32% +$1.9M ﹤0.01% 1807
2020
Q2 		$5.61M Buy
178,949
+134,080
+299% +$3.89M ﹤0.01% 1958
2020
Q1 		$1.19M Sell
44,869
-13,342
-23% -$399K ﹤0.01% 3209
2019
Q4 		$1.81M Buy
58,211
+6,720
+13% +$203K ﹤0.01% 3660
2019
Q3 		$1.51M Buy
51,491
+7,631
+17% +$224K ﹤0.01% 3577
2019
Q2 		$1.3M Buy
43,860
+15,798
+56% +$457K ﹤0.01% 3532
2019
Q1 		$802K Sell
28,062
-21,365
-43% -$588K ﹤0.01% 3740
2018
Q4 		$1.26M Sell
49,427
-9,219
-16% -$253K ﹤0.01% 3466
2018
Q3 		$1.79M Buy
58,646
+2,995
+5% +$89.5K ﹤0.01% 3322
2018
Q2 		$1.65M Buy
55,651
+6,825
+14% +$210K ﹤0.01% 3337
2018
Q1 		$1.49M Buy
48,826
+28,922
+145% +$904K ﹤0.01% 3372
2017
Q4 		$607K Buy
19,904
+17,594
+762% +$536K ﹤0.01% 4154
2017
Q3 		$70K Buy
2,310
+2,056
+809% +$59.7K ﹤0.01% 5561
2017
Q2 		$7K Buy
+254
New +$7.05K ﹤0.01% 6979
2015
Q2 		– Sell
-200
Closed -$5K – 8659
2015
Q1 		$5K Buy
+200
New +$5.39K ﹤0.01% 8103

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group's IMTM Position: Q2 2026 in Review

UBS Group increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 9.4% in Q2 2026, buying an estimated $2.95M and bringing the position to 659,017 shares worth $35.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

UBS Group first reported a position in IMTM in Q1 2015 and has held it in 38 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • UBS Group held 659,017 shares of iShares MSCI Intl Momentum Factor ETF worth $35.1M as of Q2 2026.
  • UBS Group bought 56,493 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $2.95M.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2095 holding.
  • UBS Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2015 and has held it in 38 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.