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COWA LLC’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

COWA LLC’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.35M Buy
25,706
+9,312
+57% +$494K 0.33% 53
2026
Q2 		$874K Sell
16,394
-433
-3% -$22.6K 0.22% 69
2026
Q1 		$808K Buy
16,827
+3,914
+30% +$196K 0.22% 78
2025
Q4 		$619K Buy
12,913
+59
+0.5% +$2.83K 0.19% 85
2025
Q3 		$615K Sell
12,854
-9,970
-44% -$461K 0.2% 82
2025
Q2 		$1.04M Buy
+22,824
New +$976K 0.4% 46

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

COWA LLC's IMTM Position: Q3 2026 in Review

COWA LLC increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 57% in Q3 2026, buying an estimated $494K and bringing the position to 25,706 shares worth $1.35M. The position accounts for 0.33% of the portfolio, ranked #53.

COWA LLC first reported a position in IMTM in Q2 2025 and has held it in 6 quarters since. 108 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • COWA LLC held 25,706 shares of iShares MSCI Intl Momentum Factor ETF worth $1.35M as of Q3 2026.
  • COWA LLC bought 9,312 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $494K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.33% of COWA LLC's portfolio in Q3 2026, its #53 holding.
  • COWA LLC first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2025 and has held it in 6 quarters since.
  • 108 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.