Aspire Private Capital’s iShares International Equity Factor ETF INTF Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-111	Closed	-$3.49K	–	398
2024 Q3	$3.49K	Hold	111	–	–	﹤0.01%	502
2024 Q2	$3.25K	Sell	111 -148	-57%	-$4.39K	﹤0.01%	511
2024 Q1	$7.73K	Sell	259 -3	-1%	-$86	﹤0.01%	429
2023 Q4	$7.37K	Sell	262 -920	-78%	-$24.3K	﹤0.01%	429
2023 Q3	$30.6K	Sell	1,182 -2,360	-67%	-$63K	0.01%	260
2023 Q2	$95K	Buy	3,542 +134	+4%	+$3.59K	0.03%	160
2023 Q1	$90.3K	Sell	3,408 -353	-9%	-$9.19K	0.03%	161
2022 Q4	$92.5K	Buy	3,761 +943	+33%	+$22.1K	0.03%	153
2022 Q3	$59K	Buy	2,818 +2,360	+515%	+$55.2K	0.02%	173
2022 Q2	$11K	Hold	458	–	–	﹤0.01%	340
2022 Q1	$13K	Hold	458	–	–	﹤0.01%	324
2021 Q4	$13K	Hold	458	–	–	﹤0.01%	319
2021 Q3	$13K	Hold	458	–	–	﹤0.01%	292
2021 Q2	$14K	Sell	458 -582	-56%	-$17.6K	﹤0.01%	296
2021 Q1	$30K	Buy	+1,040	New	+$29.3K	0.01%	252

Other funds holding INTF

SFS

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

CCA

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

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

IWC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Aspire Private Capital's INTF Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares International Equity Factor ETF (INTF) in Q4 2024, closing a stake of 111 shares — an estimated $3.49K sold.

Aspire Private Capital first reported a position in INTF in Q1 2021 and held it in 15 quarters. The position peaked at $95K in Q2 2023. 151 funds tracked by Wall St. Rank hold INTF as of Q4 2024.

Aspire Private Capital reported no remaining iShares International Equity Factor ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 111 iShares International Equity Factor ETF shares in Q4 2024, an estimated $3.49K.
Aspire Private Capital first reported a position in iShares International Equity Factor ETF in Q1 2021 and held it in 15 quarters.
Aspire Private Capital's iShares International Equity Factor ETF position peaked at $95K in Q2 2023.
151 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.