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IMTMiShares MSCI Intl Momentum Factor ETF

Grow my money11y track recordRanked #271 of 2,992 in this goal

Tracks the MSCI World ex USA Momentum Index.

By iShares · Launched 2015

Annual Cost

0.30%

#1,392 of 5,854 · low cost

Fund Size

$4.2B

#491 of 5,854 · large

Return (1Y)Goal

+21.7%

Track Record

11 years

#1,246 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,842+18.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Cap

Multi cap

Strategy

Index tracking

Factor

Momentum

Index tracked

MSCI World ex USA Momentum Index

What it actually holds

By weight

Concentration

Top 10 holdings = 21.9% of fund✓ well diversified

ASML Holding N.V.
4.0%
HSBC HOLDINGS PLC
3.0%
Banco Santander, S.A.
2.4%
ROYAL BANK OF CANADA
2.2%
Siemens Energy AG
2.0%
THE TORONTO-DOMINION BANK
1.7%
ADVANTEST CORPORATION
1.7%
ROLLS-ROYCE HOLDINGS PLC
1.6%
Iberdrola, S.A.
1.6%
Banco Bilbao Vizcaya Argentaria, S.A.
1.5%

Asset allocation

Stocks
99.5%
Cash
0.5%

By sector

Financial Services
29.5%
Technology
18.1%
Industrials
14.6%
Energy
9.0%
Healthcare
8.9%
Basic Materials
8.4%
Utilities
5.4%
Consumer Defensive
2.1%
Other
4.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
19.1%Moderate

Year-on-year price swings

Max drawdown
-30.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.92Decent risk-adjusted returns
Sortino (3Y)
1.34Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the MSCI World ex USA Momentum Index.
Strategy
Invests primarily in international developed large- and mid-capitalization stocks exhibiting higher momentum characteristics. Uses a representative sampling indexing strategy to track the MSCI World ex USA Momentum Index, which emphasizes stocks with high price momentum while maintaining liquidity and moderate turnover.
Inception date
January 13, 2015
Fund family
iShares

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Data updated on 2026-08-03