World Equity Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

World Equity Group’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	$774K	Buy	14,516 +138	+1%	+$7.2K	0.17%	135
2026 Q1	$690K	Buy	14,378 +679	+5%	+$34K	0.18%	135
2025 Q4	$657K	Buy	13,699 +1,103	+9%	+$52.8K	0.18%	135
2025 Q3	$603K	Buy	12,596 +2,432	+24%	+$113K	0.14%	152
2025 Q2	$464K	Buy	10,164 +1,385	+16%	+$59.2K	0.13%	166
2025 Q1	$351K	Buy	+8,779	New	+$347K	0.1%	201
2024 Q4	–	Sell	-5,575	Closed	-$225K	–	375
2024 Q3	$225K	Buy	+5,575	New	+$218K	0.08%	234

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

World Equity Group's IMTM Position: Q2 2026 in Review

World Equity Group increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.96% in Q2 2026, buying an estimated $7.2K and bringing the position to 14,516 shares worth $774K. The position accounts for 0.17% of the portfolio, ranked #135.

World Equity Group first reported a position in IMTM in Q3 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

World Equity Group held 14,516 shares of iShares MSCI Intl Momentum Factor ETF worth $774K as of Q2 2026.
World Equity Group bought 138 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $7.2K.
iShares MSCI Intl Momentum Factor ETF made up 0.17% of World Equity Group's portfolio in Q2 2026, its #135 holding.
World Equity Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2024 and has held it in 7 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.