Asset Planning Services (Pennsylvania)’s iShares International Equity Factor ETF INTF Stock Holding History

Asset Planning Services (Pennsylvania)’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	–	Sell	-1,370	Closed	-$35K	–	165
2019 Q3	$35K	Hold	1,370	–	–	0.02%	148
2019 Q2	$36K	Buy	1,370 +17	+1%	+$446	0.02%	145
2019 Q1	$36K	Hold	1,353	–	–	0.02%	147
2018 Q4	$32K	Buy	1,353 +8	+0.6%	+$203	0.02%	145
2018 Q3	$35K	Hold	1,345	–	–	0.02%	145
2018 Q2	$37K	Buy	1,345 +10	+0.7%	+$291	0.02%	144
2018 Q1	$39K	Buy	+1,335	New	+$39.4K	0.02%	141

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

Asset Planning Services (Pennsylvania)'s INTF Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares International Equity Factor ETF (INTF) in Q4 2019, closing a stake of 1,370 shares — an estimated $35K sold.

Asset Planning Services (Pennsylvania) first reported a position in INTF in Q1 2018 and held it in 7 quarters. The position peaked at $39K in Q1 2018. 117 funds tracked by Wall St. Rank hold INTF as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares International Equity Factor ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 1,370 iShares International Equity Factor ETF shares in Q4 2019, an estimated $35K.
Asset Planning Services (Pennsylvania) first reported a position in iShares International Equity Factor ETF in Q1 2018 and held it in 7 quarters.
Asset Planning Services (Pennsylvania)'s iShares International Equity Factor ETF position peaked at $39K in Q1 2018.
117 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.