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
Q3 		$744M Buy
14,373,925
+945,532
+7% +$50.1M 1.1% 14
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

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's IMTM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 7% in Q3 2026, buying an estimated $50.1M and bringing the position to 14,373,925 shares worth $744M. The position accounts for 1.1% of the portfolio, ranked #14.

Wealth Enhancement Advisory Services first reported a position in IMTM in Q1 2022 and has held it in 19 quarters since. The position peaked at $984M in Q4 2025. 18 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,373,925 shares of iShares MSCI Intl Momentum Factor ETF worth $744M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 945,532 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $50.1M.
  • iShares MSCI Intl Momentum Factor ETF made up 1.1% of Wealth Enhancement Advisory Services's portfolio in Q3 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 19 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI Intl Momentum Factor ETF position peaked at $984M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.