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Steigerwald Gordon & Koch’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Steigerwald Gordon & Koch’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 		$9.89K Buy
186
+3
+2% +$157 ﹤0.01% 539
2026
Q1 		$8.81K Hold
183
– – ﹤0.01% 541
2025
Q4 		$8.8K Buy
183
+6
+3% +$287 ﹤0.01% 597
2025
Q3 		$8.48K Buy
+177
New +$8.19K ﹤0.01% 550

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 $67.3B AUM 21.9% 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

Steigerwald Gordon & Koch's IMTM Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 1.6% in Q2 2026, buying an estimated $157 and bringing the position to 186 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Steigerwald Gordon & Koch first reported a position in IMTM in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Steigerwald Gordon & Koch held 186 shares of iShares MSCI Intl Momentum Factor ETF worth $9.89K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 3 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $157.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #539 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.