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 Q3	$271K	Sell	5,156 -9,360	-64%	-$496K	0.11%	193
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

World Equity Group's IMTM Position: Q3 2026 in Review

World Equity Group reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 64% in Q3 2026, selling an estimated $496K and leaving 5,156 shares worth $271K. The position accounts for 0.11% of the portfolio, ranked #193.

World Equity Group first reported a position in IMTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $774K in Q2 2026. 59 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

World Equity Group held 5,156 shares of iShares MSCI Intl Momentum Factor ETF worth $271K as of Q3 2026.
World Equity Group sold 9,360 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $496K.
iShares MSCI Intl Momentum Factor ETF made up 0.11% of World Equity Group's portfolio in Q3 2026, its #193 holding.
World Equity Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
World Equity Group's iShares MSCI Intl Momentum Factor ETF position peaked at $774K in Q2 2026.
59 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.