Wealth Enhancement Advisory Services
IMTM icon

Wealth Enhancement Advisory Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Wealth Enhancement Advisory Services’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 		$704M Buy
13,428,393
+1,448,633
+12% +$75.6M 1.18% 14
2026
Q1 		$582M Sell
11,979,760
-7,885,805
-40% -$395M 1.18% 12
2025
Q4 		$984M Buy
19,865,565
+768,834
+4% +$36.8M 1.33% 9
2025
Q3 		$912M Buy
19,096,731
+810,082
+4% +$37.5M 1.38% 8
2025
Q2 		$829M Buy
18,286,649
+660,650
+4% +$28.2M 1.37% 8
2025
Q1 		$704M Sell
17,625,999
-2,038,250
-10% -$80.6M 1.35% 8
2024
Q4 		$735M Buy
19,664,249
+1,034,551
+6% +$40.4M 1.41% 8
2024
Q3 		$752M Buy
18,629,698
+740,553
+4% +$29M 1.62% 6
2024
Q2 		$692M Buy
17,889,145
+735,341
+4% +$28.4M 1.64% 6
2024
Q1 		$673M Buy
17,153,804
+904,607
+6% +$33M 1.74% 5
2023
Q4 		$557M Buy
16,249,197
+838,636
+5% +$27.3M 1.62% 6
2023
Q3 		$485M Buy
15,410,561
+2,486,833
+19% +$81.3M 1.6% 6
2023
Q2 		$429M Buy
12,923,728
+12,854,945
+18,689% +$424M 4.63% 4
2023
Q1 		$2.22M Sell
68,783
-2,194
-3% -$69.7K 0.03% 204
2022
Q4 		$2.29M Buy
70,977
+21,391
+43% +$635K 0.03% 165
2022
Q3 		$1.36M Buy
49,586
+16,176
+48% +$478K 0.02% 207
2022
Q2 		$988K Buy
33,410
+16,685
+100% +$541K 0.01% 247
2022
Q1 		$601K Buy
+16,725
New +$595K 0.01% 264

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's IMTM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 12% in Q2 2026, buying an estimated $75.6M and bringing the position to 13,428,393 shares worth $704M. The position accounts for 1.18% of the portfolio, ranked #14.

Wealth Enhancement Advisory Services first reported a position in IMTM in Q1 2022 and has held it in 18 quarters since. The position peaked at $984M in Q4 2025. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,428,393 shares of iShares MSCI Intl Momentum Factor ETF worth $704M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,448,633 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $75.6M.
  • iShares MSCI Intl Momentum Factor ETF made up 1.18% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #14 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI Intl Momentum Factor ETF position peaked at $984M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.