Aspire Wealth Management’s iShares International Equity Factor ETF INTF Stock Holding History

Aspire Wealth Management’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 Q3	$49.7K	Hold	1,582	–	–	0.03%	142
2024 Q2	$46.2K	Buy	1,582 +32	+2%	+$949	0.03%	134
2024 Q1	$46.3K	Sell	1,550 -14	-0.9%	-$400	0.03%	135
2023 Q4	$43.9K	Buy	1,564 +25	+2%	+$659	0.03%	127
2023 Q3	$39.8K	Hold	1,539	–	–	0.03%	123
2023 Q2	$41.3K	Buy	1,539 +22	+1%	+$589	0.03%	126
2023 Q1	$40.2K	Sell	1,517 -366	-19%	-$9.53K	0.03%	128
2022 Q4	$46.3K	Buy	1,883 +13	+0.7%	+$305	0.04%	121
2022 Q3	$39K	Sell	1,870 -12	-0.6%	-$281	0.04%	116
2022 Q2	$44K	Buy	1,882 +42	+2%	+$1.08K	0.04%	118
2022 Q1	$51K	Buy	1,840 +10	+0.5%	+$279	0.04%	118
2021 Q4	$53K	Buy	+1,830	New	+$53.5K	0.04%	119

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 $2.31B AUM 21.64% 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

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

IWC

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

KIM

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

AFG

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

SFO

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

RJA

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

Aspire Wealth Management's INTF Position: Q3 2024 in Review

Aspire Wealth Management held its iShares International Equity Factor ETF (INTF) position steady in Q3 2024 at 1,582 shares worth $49.7K. The position accounts for 0.03% of the portfolio, ranked #142.

Aspire Wealth Management first reported a position in INTF in Q4 2021 and has held it in 12 quarters since. The position peaked at $53K in Q4 2021. 142 funds tracked by Wall St. Rank hold INTF as of Q3 2024.

Aspire Wealth Management held 1,582 shares of iShares International Equity Factor ETF worth $49.7K as of Q3 2024.
Aspire Wealth Management left its iShares International Equity Factor ETF share count unchanged in Q3 2024.
iShares International Equity Factor ETF made up 0.03% of Aspire Wealth Management's portfolio in Q3 2024, its #142 holding.
Aspire Wealth Management first reported a position in iShares International Equity Factor ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares International Equity Factor ETF position peaked at $53K in Q4 2021.
142 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.