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Buckingham Strategic Wealth’s iShares International Equity Factor ETF INTF Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$881K Buy
30,148
+405
+1% +$12K 0.01% 351
2024
Q1 		$888K Buy
29,743
+554
+2% +$15.8K 0.01% 354
2023
Q4 		$818K Sell
29,189
-365
-1% -$9.62K 0.01% 357
2023
Q3 		$764K Hold
29,554
– – 0.01% 339
2023
Q2 		$792K Buy
29,554
+1,270
+4% +$34K 0.01% 331
2023
Q1 		$696K Hold
28,284
– – 0.01% 319
2022
Q4 		$696K Hold
28,284
– – 0.01% 321
2022
Q3 		$592K Sell
28,284
-7,098
-20% -$166K 0.01% 330
2022
Q2 		$833K Buy
35,382
+8,468
+31% +$218K 0.02% 283
2022
Q1 		$745K Hold
26,914
– – 0.01% 293
2021
Q4 		$776K Hold
26,914
– – 0.02% 290
2021
Q3 		$781K Hold
26,914
– – 0.02% 281
2021
Q2 		$809K Buy
26,914
+6,018
+29% +$182K 0.02% 272
2021
Q1 		$600K Buy
20,896
+292
+1% +$8.23K 0.03% 295
2020
Q4 		$560K Sell
20,604
-1,308
-6% -$33.6K 0.03% 299
2020
Q3 		$532K Buy
21,912
+430
+2% +$10.5K 0.04% 252
2020
Q2 		$492K Sell
21,482
-998
-4% -$22K 0.05% 219
2020
Q1 		$455K Buy
22,480
+14,680
+188% +$361K 0.04% 265
2019
Q4 		$211K Buy
+7,800
New +$206K 0.02% 430
2019
Q3 		– Sell
-8,100
Closed -$213K – 445
2019
Q2 		$213K Buy
8,100
+300
+4% +$7.87K 0.02% 405
2019
Q1 		$205K Buy
+7,800
New +$201K 0.03% 390
2018
Q4 		– Sell
-8,800
Closed -$247K – 372
2018
Q3 		$247K Hold
8,800
– – 0.04% 305
2018
Q2 		$243K Buy
+8,800
New +$256K 0.04% 301

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
Carson Wealth (CWM LLC)
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Buckingham Strategic Wealth's INTF Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares International Equity Factor ETF (INTF) stake by 1.4% in Q2 2024, buying an estimated $12K and bringing the position to 30,148 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #351.

Buckingham Strategic Wealth first reported a position in INTF in Q2 2018 and has held it in 23 quarters since. The position peaked at $888K in Q1 2024. 132 funds tracked by Wall St. Rank hold INTF as of Q2 2024.

  • Buckingham Strategic Wealth held 30,148 shares of iShares International Equity Factor ETF worth $881K as of Q2 2024.
  • Buckingham Strategic Wealth bought 405 iShares International Equity Factor ETF shares in Q2 2024, an estimated $12K.
  • iShares International Equity Factor ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #351 holding.
  • Buckingham Strategic Wealth first reported a position in iShares International Equity Factor ETF in Q2 2018 and has held it in 23 quarters since.
  • Buckingham Strategic Wealth's iShares International Equity Factor ETF position peaked at $888K in Q1 2024.
  • 132 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.