VWM
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Valley Wealth Managers’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Valley Wealth Managers’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
2023
Q4 		– Sell
-181
Closed -$5.7K – 365
2023
Q3 		$5.7K Buy
+181
New +$5.91K ﹤0.01% 308

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
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
AC
Adroit Compliance $479M AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Valley Wealth Managers's IMTM Position: Q4 2023 in Review

Valley Wealth Managers sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2023, closing a stake of 181 shares — an estimated $5.7K sold.

Valley Wealth Managers first reported a position in IMTM in Q3 2023 and held it in 1 quarter. The position peaked at $5.7K in Q3 2023. 115 funds tracked by Wall St. Rank hold IMTM as of Q4 2023.

  • Valley Wealth Managers reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 181 iShares MSCI Intl Momentum Factor ETF shares in Q4 2023, an estimated $5.7K.
  • Valley Wealth Managers first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2023 and held it in 1 quarter.
  • Valley Wealth Managers's iShares MSCI Intl Momentum Factor ETF position peaked at $5.7K in Q3 2023.
  • 115 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.