VFO
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Virtus Family Office’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Virtus Family Office’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 		$692K Buy
12,982
+2,941
+29% +$154K 0.55% 51
2026
Q1 		$482K Hold
10,041
– – 0.41% 51
2025
Q4 		$482K Buy
10,041
+2,009
+25% +$96.2K 0.42% 48
2025
Q3 		$385K Buy
+8,032
New +$372K 0.36% 45

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

Virtus Family Office's IMTM Position: Q2 2026 in Review

Virtus Family Office increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 29% in Q2 2026, buying an estimated $154K and bringing the position to 12,982 shares worth $692K. The position accounts for 0.55% of the portfolio, ranked #51.

Virtus Family Office first reported a position in IMTM in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Virtus Family Office held 12,982 shares of iShares MSCI Intl Momentum Factor ETF worth $692K as of Q2 2026.
  • Virtus Family Office bought 2,941 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $154K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.55% of Virtus Family Office's portfolio in Q2 2026, its #51 holding.
  • Virtus Family Office first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Virtus Family Office's 13F filing for Q2 2026, filed 4 Aug 2026.