Wealthcare Advisory Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-7,398	Closed	-$278K	–	1180
2021 Q1	$278K	Buy	7,398 +204	+3%	+$7.78K	0.02%	412
2020 Q4	$271K	Buy	7,194 +22	+0.3%	+$777	0.02%	341
2020 Q3	$244K	Buy	+7,172	New	+$240K	0.03%	300
2020 Q2	–	Sell	-4,472	Closed	-$118K	–	838
2020 Q1	$118K	Buy	+4,472	New	+$134K	0.02%	347

Other funds holding IMTM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Wealthcare Advisory Partners's IMTM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2021, closing a stake of 7,398 shares — an estimated $278K sold.

Wealthcare Advisory Partners first reported a position in IMTM in Q1 2020 and held it in 4 quarters. The position peaked at $278K in Q1 2021. 100 funds tracked by Wall St. Rank hold IMTM as of Q2 2021.

Wealthcare Advisory Partners reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,398 iShares MSCI Intl Momentum Factor ETF shares in Q2 2021, an estimated $278K.
Wealthcare Advisory Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2020 and held it in 4 quarters.
Wealthcare Advisory Partners's iShares MSCI Intl Momentum Factor ETF position peaked at $278K in Q1 2021.
100 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.