Lazari Capital Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Lazari Capital Management’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 Q1	$205K	Sell	4,274 -100	-2%	-$5.01K	0.07%	158
2025 Q4	$210K	Sell	4,374 -763	-15%	-$36.5K	0.07%	145
2025 Q3	$246K	Sell	5,137 -95	-2%	-$4.39K	0.08%	126
2025 Q2	$239K	Sell	5,232 -550	-10%	-$23.5K	0.09%	122
2025 Q1	$231K	Sell	5,782 -1,316	-19%	-$52.1K	0.09%	123
2024 Q4	$265K	Sell	7,098 -4,840	-41%	-$189K	0.11%	112
2024 Q3	$482K	Sell	11,938 -1,055	-8%	-$41.3K	0.21%	80
2024 Q2	$503K	Buy	+12,993	New	+$502K	0.23%	74

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lazari Capital Management's IMTM Position: Q1 2026 in Review

Lazari Capital Management reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 2.3% in Q1 2026, selling an estimated $5.01K and leaving 4,274 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #158.

Lazari Capital Management first reported a position in IMTM in Q2 2024 and has held it in 8 quarters since. The position peaked at $503K in Q2 2024. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

Lazari Capital Management held 4,274 shares of iShares MSCI Intl Momentum Factor ETF worth $205K as of Q1 2026.
Lazari Capital Management sold 100 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $5.01K.
iShares MSCI Intl Momentum Factor ETF made up 0.07% of Lazari Capital Management's portfolio in Q1 2026, its #158 holding.
Lazari Capital Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
Lazari Capital Management's iShares MSCI Intl Momentum Factor ETF position peaked at $503K in Q2 2024.
231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Lazari Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.