WealthCare Investment Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

WealthCare Investment 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
2026 Q2	$338K	Buy	6,340 +70	+1%	+$3.65K	0.08%	154
2026 Q1	$303K	Hold	6,270	–	–	0.08%	153
2025 Q4	$305K	Buy	6,270 +218	+4%	+$10.4K	0.09%	150
2025 Q3	$290K	Hold	6,052	–	–	0.09%	141
2025 Q2	$274K	Hold	6,052	–	–	0.1%	131
2025 Q1	$243K	Hold	6,052	–	–	0.1%	131
2024 Q4	$226K	Hold	6,052	–	–	0.1%	131
2024 Q3	$238K	Hold	6,052	–	–	0.1%	125
2024 Q2	$234K	Buy	+6,052	New	+$234K	0.11%	123

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthCare Investment Partners's IMTM Position: Q2 2026 in Review

WealthCare Investment Partners increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 1.1% in Q2 2026, buying an estimated $3.65K and bringing the position to 6,340 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #154.

WealthCare Investment Partners first reported a position in IMTM in Q2 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

WealthCare Investment Partners held 6,340 shares of iShares MSCI Intl Momentum Factor ETF worth $338K as of Q2 2026.
WealthCare Investment Partners bought 70 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $3.65K.
iShares MSCI Intl Momentum Factor ETF made up 0.08% of WealthCare Investment Partners's portfolio in Q2 2026, its #154 holding.
WealthCare Investment Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.