Advisor Group’s iShares International Equity Factor ETF INTF Stock Holding History

Advisor Group’s Portfolio INTF Stock Details INTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$770K	Buy	28,466 +6,463	+29%	+$170K	0.01%	1370
2019 Q3	$561K	Sell	22,003 -6,987	-24%	-$178K	﹤0.01%	1528
2019 Q2	$760K	Buy	28,990 +10,488	+57%	+$275K	0.01%	1315
2019 Q1	$487K	Sell	18,502 -3,229	-15%	-$83.1K	﹤0.01%	1609
2018 Q4	$515K	Buy	21,731 +15,182	+232%	+$386K	0.01%	1390
2018 Q3	$184K	Sell	6,549 -109,737	-94%	-$3.05M	﹤0.01%	2225
2018 Q2	$3.21M	Sell	116,286 -13,262	-10%	-$386K	0.04%	365
2018 Q1	$3.74M	Buy	129,548 +4,846	+4%	+$143K	0.05%	331
2017 Q4	$3.6M	Buy	124,702 +10,268	+9%	+$293K	0.05%	349
2017 Q3	$3.21M	Buy	114,434 +107,724	+1,605%	+$2.93M	0.05%	348
2017 Q2	$175K	Sell	6,710 -1,572	-19%	-$41K	﹤0.01%	1886
2017 Q1	$207K	Buy	8,282 +1,132	+16%	+$27.5K	﹤0.01%	1633
2016 Q4	$166K	Buy	7,150 +6,490	+983%	+$151K	﹤0.01%	1689
2016 Q3	$16K	Hold	660	–	–	﹤0.01%	3292
2016 Q2	$14K	Buy	+660	New	+$15.3K	﹤0.01%	3293

Other funds holding INTF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor Group's INTF Position: Q4 2019 in Review

Advisor Group increased its iShares International Equity Factor ETF (INTF) stake by 29% in Q4 2019, buying an estimated $170K and bringing the position to 28,466 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #1370.

Advisor Group first reported a position in INTF in Q2 2016 and has held it in 15 quarters since. The position peaked at $3.74M in Q1 2018. 117 funds tracked by Wall St. Rank hold INTF as of Q4 2019.

Advisor Group held 28,466 shares of iShares International Equity Factor ETF worth $770K as of Q4 2019.
Advisor Group bought 6,463 iShares International Equity Factor ETF shares in Q4 2019, an estimated $170K.
iShares International Equity Factor ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1370 holding.
Advisor Group first reported a position in iShares International Equity Factor ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares International Equity Factor ETF position peaked at $3.74M in Q1 2018.
117 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.