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Upturn AI SWOT - About
iShares MSCI Intl Momentum Factor ETF (IMTM)
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Upturn Advisory Summary
09/17/2025: 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 11.25% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
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 International Momentum Factor ETF (IMTM) seeks to track the investment results of an index composed of international developed market equities exhibiting relatively higher momentum characteristics. It provides exposure to developed markets outside the US, targeting stocks with high price momentum.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record.
Management Expertise
BlackRock, the issuer of iShares ETFs, has extensive experience and expertise in managing ETFs and various investment strategies.
Investment Objective
Goal
To track the investment results of an index composed of international developed market equities exhibiting relatively higher momentum characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI World ex USA Momentum Index.
Composition The ETF holds stocks of companies located in developed countries outside of the United States, selected based on their momentum characteristics.
Market Position
Market Share: IMTM's market share is dependent on the total AUM compared to its competitors and varies frequently.
Total Net Assets (AUM): 609562528
Competitors
Key Competitors
- Dimensional International Momentum ETF (DFAI)
- Avantis International Equity ETF (AVEM)
- Vanguard FTSE All-World ex-US ETF (VEU)
Competitive Landscape
The international momentum ETF landscape is competitive, with several providers offering similar strategies. IMTM benefits from the iShares brand recognition but faces competition from lower-cost or differently weighted ETFs like DFAI and AVEM. VEU offers broader market exposure.
Financial Performance
Historical Performance: Historical performance varies depending on the time period. Investors should refer to the fund's website or fact sheet for specific return data.
Benchmark Comparison: IMTM's performance should be compared to the MSCI World ex USA Momentum Index to assess its tracking accuracy.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
IMTM exhibits moderate liquidity with an average daily trading volume that can fluctuate depending on market conditions.
Bid-Ask Spread
The bid-ask spread is typically tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth in developed international markets, interest rate policies, and geopolitical events can influence IMTM's performance.
Growth Trajectory
IMTM's growth depends on investor demand for international equities and momentum factor investing. Strategy and holdings change as the underlying index rebalances.
Moat and Competitive Advantages
Competitive Edge
IMTM's competitive advantage lies in its well-known iShares brand and focus on the momentum factor within international equities. BlackRock's expertise in ETF management provides investors with confidence in its implementation. The ETF provides targeted exposure to companies exhibiting strong price trends in developed markets outside the United States, making it attractive for investors seeking to capitalize on momentum strategies internationally. It may appeal to those who want to diversify their portfolio with international exposure and seek potentially higher returns from stocks with upward price momentum.
Risk Analysis
Volatility
IMTM's volatility is influenced by the volatility of the underlying international equities and the momentum factor itself.
Market Risk
The ETF is subject to market risk, currency risk, and country-specific risks associated with investing in international equities.
Investor Profile
Ideal Investor Profile
Investors seeking international equity exposure with a focus on momentum, diversification benefits, and potentially higher returns.
Market Risk
IMTM is suitable for long-term investors with a moderate to high risk tolerance and those implementing factor-based investment strategies.
Summary
The iShares MSCI International Momentum Factor ETF (IMTM) provides targeted exposure to international developed market equities with high momentum characteristics. It is managed by BlackRock and offers a convenient way to implement a momentum strategy in a diversified portfolio. However, investors should be aware of the inherent market and currency risks associated with international investing. IMTM's performance relies on the success of its momentum strategy in the international market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
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.