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- Upturn Summary
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Upturn AI Summary
iShares MSCI Intl Momentum Factor ETF(IMTM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IMTM
10/23/2026: IMTM (2-star) is currently NOT-A-BUY. Pass it for now.
IMTM provides targeted exposure to international developed market equities that demonstrate strong price momentum. Managed by iShares, it offers a liquid and cost-effective way to implement a factor-based strategy in a global portfolio. While it serves as a powerful tool for capturing market trends, investors must be aware of risks like momentum reversals and currency volatility. It is best suited for growth-oriented investors looking to complement core holdings with a tactical factor tilt.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Momentum strategies naturally tilt toward high-growth equities that are currently leading the market. |
| Momentum investor | Strong fit while signal remains positive | This fund is designed specifically to capture price momentum trends in international markets. |
| Value investor | Weak fit | Momentum and value factors are often uncorrelated or inversely related, making this a poor fit for pure value strategies. |
| Dividend/Income investor | Weak fit | The fund prioritizes price momentum over yield and is not optimized for income generation. |
| Low-risk investor | Mixed fit | Momentum can experience sharp reversals, leading to higher volatility than broad-market, low-volatility indices. |
Investor Profile
Ideal Investor Profile
Investors seeking to capture alpha in international markets through factor-based strategies, specifically those comfortable with the cyclical nature of momentum.
Suitability
Best for long-term strategic investors looking to diversify their portfolio with a specific momentum tilt, rather than short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Momentum stocks can experience rapid price swings during market regime changes. |
| Market risk | High | As an international equity fund, it is fully exposed to global economic and geopolitical developments. |
| Concentration | Medium | Factor-based selection may lead to temporary overweighting in specific sectors or countries. |
| Tracking/expense | Low | The fund maintains a low expense ratio and high correlation to its benchmark index. |
| Liquidity | Low | The underlying assets are large-cap, highly liquid international stocks. |
| Business/sector quality | Medium | The momentum screen can sometimes favor sectors that are currently overvalued. |
Risk Analysis
Volatility
IMTM displays moderate to high volatility due to the nature of momentum investing, which relies on trend persistence and can suffer during rapid market corrections.
Market Risk
The fund carries systemic risk associated with international developed markets, including regulatory, political, and currency risks that are inherent to non-U.S. equity investing.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Europe Developed Markets | 45 | Provides significant exposure to established European economies that may be experiencing positive price trends. |
| Geography | Japan | 25 | Offers participation in the Japanese equity market, often a core component of international momentum strategies. |
| Geography | Other Developed Markets | 25 | Includes exposure to markets like Australia, Canada, and Singapore to ensure global diversification. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Represents residual cash held for liquidity and operational purposes. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 19.85% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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