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Willis Johnson & Associates’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Willis Johnson & Associates’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 		– Sell
-4,255
Closed -$204K – 142
2026
Q1 		$204K Sell
4,255
-16
-0.4% -$802 0.01% 186
2025
Q4 		$205K Sell
4,271
-18
-0.4% -$862 0.01% 177
2025
Q3 		$205K Buy
+4,289
New +$198K 0.01% 180

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

Willis Johnson & Associates's IMTM Position: Q2 2026 in Review

Willis Johnson & Associates sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026, closing a stake of 4,255 shares — an estimated $204K sold.

Willis Johnson & Associates first reported a position in IMTM in Q3 2025 and held it in 3 quarters. The position peaked at $205K in Q3 2025. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Willis Johnson & Associates reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 4,255 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $204K.
  • Willis Johnson & Associates first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and held it in 3 quarters.
  • Willis Johnson & Associates's iShares MSCI Intl Momentum Factor ETF position peaked at $205K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.