Vishria Bird Financial Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Vishria Bird Financial Group’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 Q3	$235K	Buy	+4,907	New	+$227K	0.05%	92

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vishria Bird Financial Group's IMTM Position: Q3 2025 in Review

Vishria Bird Financial Group opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2025: 4,907 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #92 among its holdings.

206 funds tracked by Wall St. Rank hold IMTM as of Q3 2025.

Vishria Bird Financial Group held 4,907 shares of iShares MSCI Intl Momentum Factor ETF worth $235K as of Q3 2025.
iShares MSCI Intl Momentum Factor ETF was a new Vishria Bird Financial Group position in Q3 2025.
iShares MSCI Intl Momentum Factor ETF made up 0.05% of Vishria Bird Financial Group's portfolio in Q3 2025, its #92 holding.
206 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.