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New Millennium Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

New Millennium Group’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 		$4.24M Sell
88,384
-1,548
-2% -$74.1K 1.84% 19
2025
Q3 		$4.31M Buy
+89,932
New +$4.16M 1.97% 17

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 $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
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 $2.54B AUM 18.96% 1-Year Est. Return

New Millennium Group's IMTM Position: Q4 2025 in Review

New Millennium Group reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 1.7% in Q4 2025, selling an estimated $74.1K and leaving 88,384 shares worth $4.24M. The position accounts for 1.84% of the portfolio, ranked #19.

New Millennium Group first reported a position in IMTM in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.31M in Q3 2025. 227 funds tracked by Wall St. Rank hold IMTM as of Q4 2025.

  • New Millennium Group held 88,384 shares of iShares MSCI Intl Momentum Factor ETF worth $4.24M as of Q4 2025.
  • New Millennium Group sold 1,548 iShares MSCI Intl Momentum Factor ETF shares in Q4 2025, an estimated $74.1K.
  • iShares MSCI Intl Momentum Factor ETF made up 1.84% of New Millennium Group's portfolio in Q4 2025, its #19 holding.
  • New Millennium Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • New Millennium Group's iShares MSCI Intl Momentum Factor ETF position peaked at $4.31M in Q3 2025.
  • 227 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.