American Economic Planning Group’s iShares International Equity Factor ETF INTF Stock Holding History

American Economic Planning 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 Q3	$25.3M	Sell	992,303 -1,179	-0.1%	-$30K	6.9%	5
2019 Q2	$26.1M	Sell	993,482 -102,356	-9%	-$2.69M	7.87%	4
2019 Q1	$28.9M	Buy	+1,095,838	New	+$28.2M	9.01%	4

Other funds holding INTF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

American Economic Planning Group's INTF Position: Q3 2019 in Review

American Economic Planning Group reduced its iShares International Equity Factor ETF (INTF) stake by 0.12% in Q3 2019, selling an estimated $30K and leaving 992,303 shares worth $25.3M. The position accounts for 6.9% of the portfolio, ranked #5.

American Economic Planning Group first reported a position in INTF in Q1 2019 and has held it in 3 quarters since. The position peaked at $28.9M in Q1 2019. 103 funds tracked by Wall St. Rank hold INTF as of Q3 2019.

American Economic Planning Group held 992,303 shares of iShares International Equity Factor ETF worth $25.3M as of Q3 2019.
American Economic Planning Group sold 1,179 iShares International Equity Factor ETF shares in Q3 2019, an estimated $30K.
iShares International Equity Factor ETF made up 6.9% of American Economic Planning Group's portfolio in Q3 2019, its #5 holding.
American Economic Planning Group first reported a position in iShares International Equity Factor ETF in Q1 2019 and has held it in 3 quarters since.
American Economic Planning Group's iShares International Equity Factor ETF position peaked at $28.9M in Q1 2019.
103 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.