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Wilmington Savings Fund Society’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Wilmington Savings Fund Society’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 		– Sell
-833
Closed -$40K – 1454
2025
Q4 		$40K Buy
+833
New +$39.9K ﹤0.01% 925

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

Wilmington Savings Fund Society's IMTM Position: Q1 2026 in Review

Wilmington Savings Fund Society sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2026, closing a stake of 833 shares — an estimated $40K sold.

Wilmington Savings Fund Society first reported a position in IMTM in Q4 2025 and held it in 1 quarter. The position peaked at $40K in Q4 2025. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Wilmington Savings Fund Society reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 833 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $40K.
  • Wilmington Savings Fund Society first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2025 and held it in 1 quarter.
  • Wilmington Savings Fund Society's iShares MSCI Intl Momentum Factor ETF position peaked at $40K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.