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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
09/25/2026: IMTM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
IMTM provides a systematic, rules-based approach to capturing the momentum factor in large- and mid-cap stocks across developed international markets. By focusing on recent price appreciation, the fund seeks to outperform broad market indices in trending environments. Its primary strengths are its operational efficiency, management by BlackRock, and low cost. The main risks involve the inherent volatility of momentum strategies and sensitivity to global market conditions. It is best suited for investors who understand factor investing and want to overweight high-performing international assets in their portfolios.
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 stocks often align with growth-oriented characteristics in trending markets. |
| Momentum investor | Strong fit while signal remains positive | The fund is explicitly designed to capture momentum, making it a core tool for factor-based strategy. |
| Value investor | Weak fit | The momentum strategy often ignores valuation, occasionally leading to overbought positions. |
| Dividend/Income investor | Mixed fit | The fund does not prioritize income, though some holdings may pay dividends. |
| Low-risk investor | Weak fit | Momentum strategies can experience sharp reversals, increasing volatility relative to broad market indices. |
Investor Profile
Ideal Investor Profile
Investors seeking to tilt their international portfolio toward assets with strong recent performance, accepting the risk of momentum reversals.
Suitability
Best suited for long-term strategic investors looking for factor diversification rather than short-term market timers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Momentum strategies are prone to rapid shifts in market sentiment. |
| Market risk | Medium / high | International equity exposure subjects investors to global economic and political risks. |
| Concentration | Medium | Holdings can become concentrated in specific sectors that are currently leading the market. |
| Tracking/expense | Low | Low expense ratios and index tracking minimize cost-related performance drag. |
| Liquidity | Low | High liquidity in underlying large-cap holdings mitigates trading cost concerns. |
| Business/sector quality | Medium | Momentum does not distinguish between business quality and speculative hype. |
Risk Analysis
Volatility
IMTM exhibits volatility consistent with the broader international equity market, with potential for higher swings during momentum-led growth phases.
Market Risk
The fund is inherently tied to the performance of developed international markets, exposing investors to global economic cycles and currency risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (ex-US) | 98 | Provides broad exposure to international developed markets while filtering for strong price trends. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Residual cash held for liquidity and rebalancing 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 22.11% | Avg. Invested days 77 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 26, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $4.34B |
| Issuer | iShares |
| Expense Ratio | 0.3% |
| Distribution Yield | 2.21% |
| Inception | Jan 13, 2015 |
Performance
| Period | Total Return |
|---|---|
| YTD | +13.29% |
| 1 Year | +18.38% |
| 3 Year | +22.80% |
| 5 Year | +10.40% |
| 10 Year | +10.38% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 14.65% |
| 3Y Volatility | 12.96% |
| 3Y Sharpe Ratio | 1.24 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 5 / 5 |
| Benchmark | MSCI ACWI Ex USA NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 64.82% |
| Large Cap | 29.88% |
| Mid Cap | 4.80% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 37.83% |
| Technology | 15.94% |
| Industrials | 12.31% |
| Energy | 10.51% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 13.92x |
| Portfolio P/B | 2.21x |
| Portfolio P/S | 1.98x |
| Holdings Turnover | 1.01% |
Top Holdings
| Holding | Weight |
|---|---|
| ASML Holding N.V | 4.92% |
| Royal Bank of Canada | 3.26% |
| HSBC Holdings | 2.99% |
| Toronto Dominion Bank | 2.31% |
| Kioxia Holdings | 1.98% |
Upturn AI Summary
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.
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