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Veridan Wealth’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Veridan Wealth’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 		$6.33M Buy
118,750
+4,794
+4% +$250K 2.15% 10
2026
Q1 		$5.47M Buy
113,956
+3,044
+3% +$153K 2.02% 12
2025
Q4 		$5.32M Buy
110,912
+3,603
+3% +$173K 1.79% 11
2025
Q3 		$5.14M Buy
+107,309
New +$4.96M 1.77% 11
2025
Q1 		$4.69M Sell
117,386
-453
-0.4% -$17.9K 2.12% 12
2024
Q4 		$4.57M Buy
+117,839
New +$4.6M 2.14% 10
2024
Q2 		$4.93M Buy
+107,869
New +$4.16M 1.98% 11

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

Veridan Wealth's IMTM Position: Q2 2026 in Review

Veridan Wealth increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 4.2% in Q2 2026, buying an estimated $250K and bringing the position to 118,750 shares worth $6.33M. The position accounts for 2.15% of the portfolio, ranked #10.

Veridan Wealth first reported a position in IMTM in Q2 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Veridan Wealth held 118,750 shares of iShares MSCI Intl Momentum Factor ETF worth $6.33M as of Q2 2026.
  • Veridan Wealth bought 4,794 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $250K.
  • iShares MSCI Intl Momentum Factor ETF made up 2.15% of Veridan Wealth's portfolio in Q2 2026, its #10 holding.
  • Veridan Wealth first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.