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Cary Street Partners Investment Advisory’s iShares International Equity Factor ETF INTF Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-145
Closed -$3.75K – 1204
2023
Q3 		$3.75K Buy
+145
New +$3.87K ﹤0.01% 1556

Other funds holding INTF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Cary Street Partners Investment Advisory's INTF Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares International Equity Factor ETF (INTF) in Q4 2023, closing a stake of 145 shares — an estimated $3.75K sold.

Cary Street Partners Investment Advisory first reported a position in INTF in Q3 2023 and held it in 1 quarter. The position peaked at $3.75K in Q3 2023. 126 funds tracked by Wall St. Rank hold INTF as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares International Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 145 iShares International Equity Factor ETF shares in Q4 2023, an estimated $3.75K.
  • Cary Street Partners Investment Advisory first reported a position in iShares International Equity Factor ETF in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's iShares International Equity Factor ETF position peaked at $3.75K in Q3 2023.
  • 126 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.