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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return