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Atria Wealth Solutions’s iShares International Equity Factor ETF INTF Stock Holding History

Atria Wealth Solutions’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 		– Sell
-9,255
Closed -$271K – 1977
2024
Q2 		$271K Sell
9,255
-1,915
-17% -$56.8K ﹤0.01% 1571
2024
Q1 		$333K Buy
+11,170
New +$319K ﹤0.01% 1492
2023
Q2 		– Sell
-8,100
Closed -$215K – 1929
2023
Q1 		$215K Sell
8,100
-45
-0.6% -$1.17K ﹤0.01% 1632
2022
Q4 		$200K Buy
+8,145
New +$191K ﹤0.01% 1614

Other funds holding INTF

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 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 $742M AUM 17.39% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atria Wealth Solutions's INTF Position: Q3 2024 in Review

Atria Wealth Solutions sold out of iShares International Equity Factor ETF (INTF) in Q3 2024, closing a stake of 9,255 shares — an estimated $271K sold.

Atria Wealth Solutions first reported a position in INTF in Q4 2022 and held it in 4 quarters. The position peaked at $333K in Q1 2024. 142 funds tracked by Wall St. Rank hold INTF as of Q3 2024.

  • Atria Wealth Solutions reported no remaining iShares International Equity Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,255 iShares International Equity Factor ETF shares in Q3 2024, an estimated $271K.
  • Atria Wealth Solutions first reported a position in iShares International Equity Factor ETF in Q4 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's iShares International Equity Factor ETF position peaked at $333K in Q1 2024.
  • 142 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.