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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
Q2 		$231K Hold
4,326
– – 0.13% 137
2026
Q1 		$208K Buy
+4,326
New +$217K 0.13% 140

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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kuhn & Co Investment Counsel's IMTM Position: Q2 2026 in Review

Kuhn & Co Investment Counsel held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 4,326 shares worth $231K. The position accounts for 0.13% of the portfolio, ranked #137.

Kuhn & Co Investment Counsel first reported a position in IMTM in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Kuhn & Co Investment Counsel held 4,326 shares of iShares MSCI Intl Momentum Factor ETF worth $231K as of Q2 2026.
  • Kuhn & Co Investment Counsel left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up 0.13% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #137 holding.
  • Kuhn & Co Investment Counsel first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.