VT
IMTM icon

Vise Technologies’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Vise Technologies’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 		$14.3M Buy
268,566
+48,391
+22% +$2.53M 0.16% 116
2026
Q1 		$10.6M Hold
220,175
– – 0.21% 87
2025
Q4 		$10.6M Buy
220,175
+138,736
+170% +$6.64M 0.21% 87
2025
Q3 		$3.9M Sell
81,439
-124,045
-60% -$5.74M 0.15% 143
2025
Q2 		$9.39M Buy
+205,484
New +$8.78M 0.39% 44
2024
Q4 		$3.96M Buy
105,847
+82,845
+360% +$3.23M 0.33% 55
2024
Q3 		$929K Buy
23,002
+3,660
+19% +$143K 0.12% 170
2024
Q2 		$748K Buy
+19,342
New +$747K 0.13% 154

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

Vise Technologies's IMTM Position: Q2 2026 in Review

Vise Technologies increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 22% in Q2 2026, buying an estimated $2.53M and bringing the position to 268,566 shares worth $14.3M. The position accounts for 0.16% of the portfolio, ranked #116.

Vise Technologies first reported a position in IMTM in Q2 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Vise Technologies held 268,566 shares of iShares MSCI Intl Momentum Factor ETF worth $14.3M as of Q2 2026.
  • Vise Technologies bought 48,391 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $2.53M.
  • iShares MSCI Intl Momentum Factor ETF made up 0.16% of Vise Technologies's portfolio in Q2 2026, its #116 holding.
  • Vise Technologies first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.