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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthCare Investment Partners's IMTM Position: Q1 2026 in Review

WealthCare Investment Partners held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q1 2026 at 6,270 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #153.

WealthCare Investment Partners first reported a position in IMTM in Q2 2024 and has held it in 8 quarters since. The position peaked at $305K in Q4 2025. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • WealthCare Investment Partners held 6,270 shares of iShares MSCI Intl Momentum Factor ETF worth $303K as of Q1 2026.
  • WealthCare Investment Partners left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Intl Momentum Factor ETF made up 0.08% of WealthCare Investment Partners's portfolio in Q1 2026, its #153 holding.
  • WealthCare Investment Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • WealthCare Investment Partners's iShares MSCI Intl Momentum Factor ETF position peaked at $305K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.