YIH
IMTM icon

Y-Intercept (HK)’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Y-Intercept (HK)’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 		– Sell
-11,548
Closed -$555K – 1933
2026
Q1 		$555K Sell
11,548
-5,099
-31% -$256K 0.01% 1238
2025
Q4 		$799K Buy
+16,647
New +$797K 0.02% 1081

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

Y-Intercept (HK)'s IMTM Position: Q2 2026 in Review

Y-Intercept (HK) sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026, closing a stake of 11,548 shares — an estimated $555K sold.

Y-Intercept (HK) first reported a position in IMTM in Q4 2025 and held it in 2 quarters. The position peaked at $799K in Q4 2025. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Y-Intercept (HK) reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 11,548 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $555K.
  • Y-Intercept (HK) first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2025 and held it in 2 quarters.
  • Y-Intercept (HK)'s iShares MSCI Intl Momentum Factor ETF position peaked at $799K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.