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Upturn AI SWOT - About
iShares MSCI Intl Momentum Factor ETF (IMTM)
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Upturn Advisory Summary
07/10/2025: IMTM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 6.53% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.93 | 52 Weeks Range 33.73 - 45.55 | Updated Date 06/29/2025 |
52 Weeks Range 33.73 - 45.55 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI Intl Momentum Factor ETF
ETF Overview
Overview
The iShares MSCI Intl Momentum Factor ETF (IMTM) seeks to track the investment results of an index composed of international equities that exhibit relatively higher momentum characteristics. It focuses on developed markets outside of the US and aims to deliver exposure to stocks with high price momentum.
Reputation and Reliability
iShares is a well-known and reputable ETF provider, managed by BlackRock, a global leader in investment management.
Management Expertise
BlackRock has extensive experience and expertise in managing a wide range of ETFs, including factor-based strategies.
Investment Objective
Goal
To track the investment results of an index composed of international equities that exhibit relatively higher momentum characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI World ex USA Momentum Index, which selects stocks based on their price momentum.
Composition The ETF holds a basket of international equities, primarily from developed markets outside the US.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 1217491282
Competitors
Key Competitors
- SPDW
- VEA
- IXUS
- ACWX
Competitive Landscape
The international equity ETF market is competitive, with several broad market and factor-based ETFs available. IMTM differentiates itself by focusing solely on the momentum factor within international developed markets. This targeted approach may appeal to investors seeking specific factor exposure, but it can also be more volatile than broader market ETFs.
Financial Performance
Historical Performance: Historical performance data unavailable.
Benchmark Comparison: Performance should be compared against the MSCI World ex USA Momentum Index.
Expense Ratio: 0.003
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, as reflected in its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, which indicates efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth in developed international markets, interest rate policies, and currency fluctuations can impact IMTM's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of international equities with high momentum and overall investor interest in factor-based investing.
Moat and Competitive Advantages
Competitive Edge
IMTM benefits from the brand recognition and distribution network of iShares/BlackRock. Its specific focus on the momentum factor in international developed markets provides a differentiated offering. The ETF's relatively low expense ratio also contributes to its competitive advantage. However, factor-based strategies can experience periods of underperformance compared to broader market indexes. The focused strategy and brand strength are the advantages.
Risk Analysis
Volatility
The ETF's volatility is influenced by the underlying momentum factor, which can lead to periods of higher volatility compared to broad market ETFs.
Market Risk
The ETF is exposed to market risk associated with international equities, including economic downturns, political instability, and currency fluctuations in the countries represented in the index.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks international equity exposure with a focus on momentum factor and is comfortable with potentially higher volatility.
Market Risk
The ETF is suitable for investors who have a long-term investment horizon, a high-risk tolerance, and a belief in the persistence of the momentum factor.
Summary
The iShares MSCI Intl Momentum Factor ETF (IMTM) provides targeted exposure to international equities exhibiting high momentum characteristics. Managed by BlackRock/iShares, it offers a low expense ratio and access to a specific factor-based strategy. However, its focus on momentum can lead to higher volatility compared to broad market ETFs. It is suitable for investors seeking international equity exposure with a tilt towards momentum and a willingness to accept higher risk in pursuit of potentially higher returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- MSCI website
- BlackRock website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI Intl Momentum Factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index. The index consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI World ex USA Index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.