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

Valeo Financial 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
2021
Q2 		– Sell
-30
Closed -$1K – 1135
2021
Q1 		$1K Buy
+30
New +$1.14K ﹤0.01% 1894

Other funds holding IMTM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Valeo Financial Advisors's IMTM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in IMTM in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 100 funds tracked by Wall St. Rank hold IMTM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 30 iShares MSCI Intl Momentum Factor ETF shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $1K in Q1 2021.
  • 100 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.