Klaas Financial Asset Advisors, LLC IMTM Holdings History
Klaas Financial Asset Advisors, LLC's iShares MSCI Intl Momentum Factor ET Holding Summary
As of 2025-06-30, Klaas Financial Asset Advisors, LLC held 284,903.00 shares of iShares MSCI Intl Momentum Factor ET(IMTM), totaling $13.02 Mil. This investment constitutes 2.06% of their stock portfolio, and Klaas Financial Asset Advisors, LLC now holds 0.43% of the outstanding iShares MSCI Intl Momentum Factor ET(IMTM) stock.
The initial trade took place in 2020Q4. And since then Klaas Financial Asset Advisors, LLC has made 16 purchases of IMTM, at an average price of $34.97, for a total of 847,521.00 shares. In addition, there have been 2 sales at an average price of $38.36 for 562,618.00 shares. Based on historical transaction data and IMTM's current price of $44.89, Klaas Financial Asset Advisors, LLC's estimated gain on his IMTM holdings is $4.73 Mil, reflecting a 15.98% gain to date.
Klaas Financial Asset Advisors, LLC IMTM ($44.89) Holding Chart
Klaas Financial Asset Advisors, LLC IMTM ($44.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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