Kovitz Investment Group Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Kovitz Investment Group Partners’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 Q2	–	Sell	-5,765	Closed	-$277K	–	503
2026 Q1	$277K	Hold	5,765	–	–	0.01%	452
2025 Q4	$277K	Hold	5,765	–	–	0.01%	442
2025 Q3	$276K	Hold	5,765	–	–	﹤0.01%	1233
2025 Q2	$263K	Hold	5,765	–	–	﹤0.01%	1185
2025 Q1	$230K	Buy	+5,765	New	+$228K	﹤0.01%	1136

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kovitz Investment Group Partners's IMTM Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026, closing a stake of 5,765 shares — an estimated $277K sold.

Kovitz Investment Group Partners first reported a position in IMTM in Q1 2025 and held it in 5 quarters. The position peaked at $277K in Q1 2026. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Kovitz Investment Group Partners reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 5,765 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $277K.
Kovitz Investment Group Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and held it in 5 quarters.
Kovitz Investment Group Partners's iShares MSCI Intl Momentum Factor ETF position peaked at $277K in Q1 2026.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.