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Unison Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Unison 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 		$4.98M Buy
93,351
+3,480
+4% +$182K 0.35% 32
2026
Q1 		$4.32M Buy
89,871
+2,503
+3% +$125K 0.33% 37
2025
Q4 		$4.19M Buy
87,368
+4,617
+6% +$221K 0.37% 37
2025
Q3 		$3.96M Sell
82,751
-5,923
-7% -$274K 0.36% 35
2025
Q2 		$4.05M Buy
88,674
+4,522
+5% +$193K 0.45% 34
2025
Q1 		$3.36M Buy
84,152
+2,172
+3% +$85.9K 0.43% 39
2024
Q4 		$3.07M Buy
81,980
+4,128
+5% +$161K 0.37% 45
2024
Q3 		$3.14M Buy
77,852
+2,085
+3% +$81.5K 0.38% 44
2024
Q2 		$2.93M Buy
75,767
+7,193
+10% +$278K 0.37% 45
2024
Q1 		$2.69M Buy
68,574
+3,465
+5% +$126K 0.27% 50
2023
Q4 		$2.23M Buy
65,109
+2,718
+4% +$88.4K 0.24% 56
2023
Q3 		$1.96M Buy
62,391
+1,008
+2% +$32.9K 0.23% 56
2023
Q2 		$2.04M Buy
61,383
+6,018
+11% +$198K 0.23% 59
2023
Q1 		$1.79M Sell
55,365
-229
-0.4% -$7.28K 0.2% 63
2022
Q4 		$1.71M Buy
55,594
+1,893
+4% +$56.2K 0.22% 63
2022
Q3 		$1.44M Buy
53,701
+13,231
+33% +$391K 0.27% 64
2022
Q2 		$1.21M Buy
40,470
+5,333
+15% +$173K 0.31% 65
2022
Q1 		$1.25M Buy
35,137
+11,788
+50% +$419K 0.3% 70
2021
Q4 		$888K Buy
23,349
+12,090
+107% +$472K 0.21% 77
2021
Q3 		$429K Buy
11,259
+2,263
+25% +$88.9K 0.11% 118
2021
Q2 		$348K Buy
+8,996
New +$353K 0.06% 148

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

Unison Advisors's IMTM Position: Q2 2026 in Review

Unison Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 3.9% in Q2 2026, buying an estimated $182K and bringing the position to 93,351 shares worth $4.98M. The position accounts for 0.35% of the portfolio, ranked #32.

Unison Advisors first reported a position in IMTM in Q2 2021 and has held it in 21 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Unison Advisors held 93,351 shares of iShares MSCI Intl Momentum Factor ETF worth $4.98M as of Q2 2026.
  • Unison Advisors bought 3,480 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $182K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.35% of Unison Advisors's portfolio in Q2 2026, its #32 holding.
  • Unison Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2021 and has held it in 21 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.