Valley National Advisers’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Valley National Advisers’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
2024 Q3	–	Sell	-372	Closed	-$14K	–	936
2024 Q2	$14K	Sell	372 -175	-32%	-$6.75K	﹤0.01%	564
2024 Q1	$21K	Hold	547	–	–	﹤0.01%	519
2023 Q4	$18K	Hold	547	–	–	﹤0.01%	559
2023 Q3	$17K	Hold	547	–	–	﹤0.01%	526
2023 Q2	$19K	Hold	547	–	–	﹤0.01%	512
2023 Q1	$18K	Hold	547	–	–	﹤0.01%	517
2022 Q4	$17K	Hold	547	–	–	﹤0.01%	513
2022 Q3	$15K	Hold	547	–	–	﹤0.01%	535
2022 Q2	$16K	Buy	+547	New	+$17.7K	﹤0.01%	513

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Valley National Advisers's IMTM Position: Q3 2024 in Review

Valley National Advisers sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2024, closing a stake of 372 shares — an estimated $14K sold.

Valley National Advisers first reported a position in IMTM in Q2 2022 and held it in 9 quarters. The position peaked at $21K in Q1 2024. 151 funds tracked by Wall St. Rank hold IMTM as of Q3 2024.

Valley National Advisers reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
Valley National Advisers sold 372 iShares MSCI Intl Momentum Factor ETF shares in Q3 2024, an estimated $14K.
Valley National Advisers first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2022 and held it in 9 quarters.
Valley National Advisers's iShares MSCI Intl Momentum Factor ETF position peaked at $21K in Q1 2024.
151 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.