O'Brien Wealth Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

O'Brien Wealth 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
2025 Q4	$232K	Buy	+4,834	New	+$232K	0.03%	82

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

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

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

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

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

O'Brien Wealth Partners's IMTM Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2025: 4,834 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #82 among its holdings.

228 funds tracked by Wall St. Rank hold IMTM as of Q4 2025.

O'Brien Wealth Partners held 4,834 shares of iShares MSCI Intl Momentum Factor ETF worth $232K as of Q4 2025.
iShares MSCI Intl Momentum Factor ETF was a new O'Brien Wealth Partners position in Q4 2025.
iShares MSCI Intl Momentum Factor ETF made up 0.03% of O'Brien Wealth Partners's portfolio in Q4 2025, its #82 holding.
228 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.