Kuhn & Co Investment Counsel’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Kuhn & Co Investment Counsel’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	$208K	Buy	+4,326	New	+$217K	0.13%	140

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

Kuhn & Co Investment Counsel's IMTM Position: Q1 2026 in Review

Kuhn & Co Investment Counsel opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2026: 4,326 shares worth $208K. The stake represents 0.13% of the portfolio and ranks #140 among its holdings.

231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

Kuhn & Co Investment Counsel held 4,326 shares of iShares MSCI Intl Momentum Factor ETF worth $208K as of Q1 2026.
iShares MSCI Intl Momentum Factor ETF was a new Kuhn & Co Investment Counsel position in Q1 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.13% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #140 holding.
231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.