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UMB Bank’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

UMB Bank’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 		$112K Hold
2,100
– – ﹤0.01% 992
2026
Q1 		$101K Hold
2,100
– – ﹤0.01% 970
2025
Q4 		$101K Hold
2,100
– – ﹤0.01% 950
2025
Q3 		$101K Hold
2,100
– – ﹤0.01% 864
2025
Q2 		$95.9K Hold
2,100
– – ﹤0.01% 853
2025
Q1 		$83.9K Hold
2,100
– – ﹤0.01% 844
2024
Q4 		$78.5K Hold
2,100
– – ﹤0.01% 766
2024
Q3 		$84.8K Hold
2,100
– – ﹤0.01% 733
2024
Q2 		$81.2K Hold
2,100
– – ﹤0.01% 738
2024
Q1 		$82.4K Hold
2,100
– – ﹤0.01% 745
2023
Q4 		$72K Hold
2,100
– – ﹤0.01% 770
2023
Q3 		$66.1K Hold
2,100
– – ﹤0.01% 772
2023
Q2 		$69.7K Hold
2,100
– – ﹤0.01% 775
2023
Q1 		$67.9K Hold
2,100
– – ﹤0.01% 778
2022
Q4 		$65K Sell
2,100
-10,625
-83% -$316K ﹤0.01% 784
2022
Q3 		$342K Hold
12,725
– – 0.01% 492
2022
Q2 		$381K Hold
12,725
– – 0.01% 512
2022
Q1 		$451K Hold
12,725
– – 0.01% 490
2021
Q4 		$484K Buy
+12,725
New +$497K 0.01% 482

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

UMB Bank's IMTM Position: Q2 2026 in Review

UMB Bank held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 2,100 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

UMB Bank first reported a position in IMTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $484K in Q4 2021. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • UMB Bank held 2,100 shares of iShares MSCI Intl Momentum Factor ETF worth $112K as of Q2 2026.
  • UMB Bank 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 UMB Bank's portfolio in Q2 2026, its #992 holding.
  • UMB Bank first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's iShares MSCI Intl Momentum Factor ETF position peaked at $484K in Q4 2021.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.