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Wealthspire Advisors (New York)’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Wealthspire Advisors (New York)’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 		$420K Buy
+7,879
New +$411K ﹤0.01% 872

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $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

Wealthspire Advisors (New York)'s IMTM Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026: 7,879 shares worth $420K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings.

235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Wealthspire Advisors (New York) held 7,879 shares of iShares MSCI Intl Momentum Factor ETF worth $420K as of Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #872 holding.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.