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Upturn AI SWOT - About
iShares MSCI Intl Momentum Factor ETF (IMTM)
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Upturn Advisory Summary
10/10/2025: 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 10.15% | Avg. Invested days 63 | 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 10/10/2025 |
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 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 focuses on companies in developed markets outside the United States that have shown strong recent price appreciation.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record of managing a wide range of ETFs.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in asset management and indexing 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 International Momentum Index, which selects stocks based on their momentum scores.
Composition The ETF primarily holds stocks from developed markets outside the US, selected based on momentum factors. It does not hold bonds or commodities.
Market Position
Market Share: Data unavailable to determine the exact market share.
Total Net Assets (AUM): 2649000000
Competitors
Key Competitors
- IVLU
- EFV
- IVAL
- DWMF
Competitive Landscape
The momentum factor ETF space is somewhat concentrated. IMTM benefits from the brand recognition of iShares and a first mover advantage. Competitors may offer lower expense ratios or different weighting methodologies, but IMTM's size and liquidity are key advantages.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data sources.
Benchmark Comparison: Benchmark comparison data should be obtained from reliable financial data sources comparing IMTM to the MSCI International Momentum Index.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The ETF generally has a healthy average trading volume, facilitating ease of entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators in developed international markets, global trade dynamics, and investor sentiment towards international equities all influence IMTM.
Growth Trajectory
IMTM's growth depends on the continued interest in factor-based investing, particularly momentum strategies, and the performance of international equity markets.
Moat and Competitive Advantages
Competitive Edge
IMTM benefits from iShares' brand recognition and distribution network. Its focus on momentum in international developed markets provides a specific factor exposure. The ETFu2019s size and liquidity often attract larger institutional investors. Its established track record compared to newer momentum ETFs gives it an edge. These factors, combined with BlackRock's investment expertise, contribute to its competitive advantage.
Risk Analysis
Volatility
The ETF's volatility is influenced by the volatility of the underlying international equity markets and the momentum factor itself. Momentum strategies can experience periods of underperformance.
Market Risk
The ETF is subject to market risk associated with international equities, including currency fluctuations, political instability, and economic downturns in specific countries.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to international developed market equities with a momentum factor tilt. Suitable for those who believe in the persistence of momentum as an investment factor.
Market Risk
Best suited for long-term investors who understand factor-based investing and are comfortable with potential volatility. May also be used by active traders seeking to implement momentum strategies.
Summary
The iShares MSCI International Momentum Factor ETF (IMTM) provides exposure to international developed market equities with relatively high momentum characteristics. It is managed by iShares/BlackRock, a reputable ETF provider. While offering a specific factor exposure, the ETF is subject to market risks associated with international equities and the inherent volatility of momentum strategies. It is best suited for long-term investors familiar with factor-based investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Past performance is not indicative of future results.
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.