Kiker Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Kiker Wealth 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 Q2	$708K	Sell	13,280 -163	-1%	-$8.51K	0.28%	59
2026 Q1	$646K	Buy	+13,443	New	+$674K	0.31%	51
2025 Q4	–	Sell	-15,195	Closed	-$728K	–	94
2025 Q3	$728K	Sell	15,195 -259	-2%	-$12K	0.37%	48
2025 Q2	$706K	Sell	15,454 -382	-2%	-$16.3K	0.4%	49
2025 Q1	$632K	Sell	15,836 -588	-4%	-$23.3K	0.43%	49
2024 Q4	$614K	Buy	+16,424	New	+$641K	0.5%	46

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kiker Wealth Management's IMTM Position: Q2 2026 in Review

Kiker Wealth Management reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 1.2% in Q2 2026, selling an estimated $8.51K and leaving 13,280 shares worth $708K. The position accounts for 0.28% of the portfolio, ranked #59.

Kiker Wealth Management first reported a position in IMTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $728K in Q3 2025. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Kiker Wealth Management held 13,280 shares of iShares MSCI Intl Momentum Factor ETF worth $708K as of Q2 2026.
Kiker Wealth Management sold 163 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $8.51K.
iShares MSCI Intl Momentum Factor ETF made up 0.28% of Kiker Wealth Management's portfolio in Q2 2026, its #59 holding.
Kiker Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
Kiker Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $728K in Q3 2025.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.