William John Sempolinski’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

William John Sempolinski’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 Q3	$563K	Sell	10,704 -3,000	-22%	-$159K	0.22%	64
2026 Q2	$731K	Sell	13,704 -40	-0.3%	-$2.09K	0.3%	58
2026 Q1	$660K	Buy	13,744 +2,600	+23%	+$130K	0.33%	53
2025 Q4	$535K	Buy	+11,144	New	+$534K	0.26%	55

Other funds holding IMTM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

William John Sempolinski's IMTM Position: Q3 2026 in Review

William John Sempolinski reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 22% in Q3 2026, selling an estimated $159K and leaving 10,704 shares worth $563K. The position accounts for 0.22% of the portfolio, ranked #64.

William John Sempolinski first reported a position in IMTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $731K in Q2 2026. 217 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

William John Sempolinski held 10,704 shares of iShares MSCI Intl Momentum Factor ETF worth $563K as of Q3 2026.
William John Sempolinski sold 3,000 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $159K.
iShares MSCI Intl Momentum Factor ETF made up 0.22% of William John Sempolinski's portfolio in Q3 2026, its #64 holding.
William John Sempolinski first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
William John Sempolinski's iShares MSCI Intl Momentum Factor ETF position peaked at $731K in Q2 2026.
217 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on William John Sempolinski's 13F filing for Q3 2026, filed 20 Oct 2026.