WMA
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West Michigan Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

West Michigan Advisors’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 		$2.18M Buy
40,860
+5,430
+15% +$283K 0.41% 66
2026
Q1 		$1.7M Buy
35,430
+29,933
+545% +$1.5M 0.37% 73
2025
Q4 		$264K Buy
5,497
+787
+17% +$37.7K 0.06% 226
2025
Q3 		$226K Buy
+4,710
New +$218K 0.05% 234

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

West Michigan Advisors's IMTM Position: Q2 2026 in Review

West Michigan Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 15% in Q2 2026, buying an estimated $283K and bringing the position to 40,860 shares worth $2.18M. The position accounts for 0.41% of the portfolio, ranked #66.

West Michigan Advisors first reported a position in IMTM in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • West Michigan Advisors held 40,860 shares of iShares MSCI Intl Momentum Factor ETF worth $2.18M as of Q2 2026.
  • West Michigan Advisors bought 5,430 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $283K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.41% of West Michigan Advisors's portfolio in Q2 2026, its #66 holding.
  • West Michigan Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.