Berman Capital Advisors’s iShares International Equity Factor ETF INTF Stock Holding History

Berman Capital Advisors’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
2020 Q1	–	Sell	-4,257	Closed	-$115K	–	1560
2019 Q4	$115K	Hold	4,257	–	–	0.03%	206
2019 Q3	$108K	Sell	4,257 -109,733	-96%	-$2.79M	0.03%	203
2019 Q2	$2.98M	Sell	113,990 -99,835	-47%	-$2.62M	0.95%	19
2019 Q1	$5.63M	Sell	213,825 -69,462	-25%	-$1.79M	1.88%	13
2018 Q4	$6.72M	Sell	283,287 -473,651	-63%	-$12M	2.64%	12
2018 Q3	$21.3M	Sell	756,938 -100,226	-12%	-$2.78M	8.95%	3
2018 Q2	$23.7M	Buy	857,164 +214,708	+33%	+$6.25M	8.24%	2
2018 Q1	$18.6M	Buy	+642,456	New	+$19M	7.08%	4

Other funds holding INTF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

RJA

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

CCA

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

Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return

Berman Capital Advisors's INTF Position: Q1 2020 in Review

Berman Capital Advisors sold out of iShares International Equity Factor ETF (INTF) in Q1 2020, closing a stake of 4,257 shares — an estimated $115K sold.

Berman Capital Advisors first reported a position in INTF in Q1 2018 and held it in 8 quarters. The position peaked at $23.7M in Q2 2018. 110 funds tracked by Wall St. Rank hold INTF as of Q1 2020.

Berman Capital Advisors reported no remaining iShares International Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
Berman Capital Advisors sold 4,257 iShares International Equity Factor ETF shares in Q1 2020, an estimated $115K.
Berman Capital Advisors first reported a position in iShares International Equity Factor ETF in Q1 2018 and held it in 8 quarters.
Berman Capital Advisors's iShares International Equity Factor ETF position peaked at $23.7M in Q2 2018.
110 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.