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Kozak & Associates’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Kozak & Associates’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
2025
Q4 		– Sell
-82
Closed -$3.91K – 452
2025
Q3 		$3.91K Buy
+82
New +$3.79K ﹤0.01% 333

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Kozak & Associates's IMTM Position: Q4 2025 in Review

Kozak & Associates sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2025, closing a stake of 82 shares — an estimated $3.91K sold.

Kozak & Associates first reported a position in IMTM in Q3 2025 and held it in 1 quarter. The position peaked at $3.91K in Q3 2025. 228 funds tracked by Wall St. Rank hold IMTM as of Q4 2025.

  • Kozak & Associates reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 82 iShares MSCI Intl Momentum Factor ETF shares in Q4 2025, an estimated $3.91K.
  • Kozak & Associates first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and held it in 1 quarter.
  • Kozak & Associates's iShares MSCI Intl Momentum Factor ETF position peaked at $3.91K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.