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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
Q2 		$347K Hold
6,516
– – 0.15% 98
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

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

Wingate Wealth Advisors's IMTM Position: Q2 2026 in Review

Wingate Wealth Advisors held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 6,516 shares worth $347K. The position accounts for 0.15% of the portfolio, ranked #98.

Wingate Wealth Advisors first reported a position in IMTM in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Wingate Wealth Advisors held 6,516 shares of iShares MSCI Intl Momentum Factor ETF worth $347K as of Q2 2026.
  • Wingate Wealth Advisors left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up 0.15% of Wingate Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Wingate Wealth Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.