WWA
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Wingate Wealth Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Wingate Wealth 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
Q1 		$313K Hold
6,516
– – 0.17% 96
2025
Q4 		$313K Hold
6,516
– – 0.17% 92
2025
Q3 		$312K Hold
6,516
– – 0.22% 91
2025
Q2 		$298K Hold
6,516
– – 0.27% 83
2025
Q1 		$260K Hold
6,516
– – 0.3% 80
2024
Q4 		$244K Buy
+6,516
New +$254K 0.24% 82

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RWM
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Northwestern Mutual Wealth Management
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SP
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Bank of America
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return