Vantage Financial Partners (Wisconsin)’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$2.59M	Buy	53,895 +2,058	+4%	+$98.6K	0.52%	30
2025 Q3	$2.48M	Buy	51,837 +3,399	+7%	+$157K	0.52%	32
2025 Q2	$2.21M	Sell	48,438 -3,138	-6%	-$134K	0.51%	34
2025 Q1	$2.06M	Buy	51,576 +22,136	+75%	+$876K	0.51%	30
2024 Q4	$1.1M	Buy	29,440 +8,091	+38%	+$316K	0.28%	55
2024 Q3	$862K	Buy	21,349 +9,011	+73%	+$352K	0.21%	64
2024 Q2	$477K	Buy	+12,338	New	+$476K	0.12%	87

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IMTM Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 4% in Q4 2025, buying an estimated $98.6K and bringing the position to 53,895 shares worth $2.59M. The position accounts for 0.52% of the portfolio, ranked #30.

Vantage Financial Partners (Wisconsin) first reported a position in IMTM in Q2 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold IMTM as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 53,895 shares of iShares MSCI Intl Momentum Factor ETF worth $2.59M as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 2,058 iShares MSCI Intl Momentum Factor ETF shares in Q4 2025, an estimated $98.6K.
iShares MSCI Intl Momentum Factor ETF made up 0.52% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #30 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.