Concord Wealth Partners’s iShares International Equity Factor ETF INTF Stock Holding History

Concord Wealth Partners’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
2025 Q2	–	Sell	-266	Closed	-$8.2K	–	886
2025 Q1	$8.2K	Hold	266	–	–	﹤0.01%	527
2024 Q4	$7.64K	Hold	266	–	–	﹤0.01%	549
2024 Q3	$8.36K	Hold	266	–	–	﹤0.01%	574
2024 Q2	$7.78K	Hold	266	–	–	﹤0.01%	532
2024 Q1	$7.94K	Hold	266	–	–	﹤0.01%	594
2023 Q4	$7.46K	Hold	266	–	–	﹤0.01%	597
2023 Q3	$6.88K	Hold	266	–	–	﹤0.01%	674
2023 Q2	$7.13K	Buy	+266	New	+$7.13K	﹤0.01%	650
2023 Q1	–	Sell	-266	Closed	-$6.54K	–	1112
2022 Q4	$6.54K	Buy	+266	New	+$6.24K	﹤0.01%	706
2022 Q3	–	Sell	-266	Closed	-$6K	–	624
2022 Q2	$6K	Buy	+266	New	+$6.84K	﹤0.01%	783
2022 Q1	–	Sell	-107	Closed	-$3K	–	1333
2021 Q4	$3K	Buy	+107	New	+$3.13K	﹤0.01%	1059

Other funds holding INTF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCA

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

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Concord Wealth Partners's INTF Position: Q2 2025 in Review

Concord Wealth Partners sold out of iShares International Equity Factor ETF (INTF) in Q2 2025, closing a stake of 266 shares — an estimated $8.2K sold.

Concord Wealth Partners first reported a position in INTF in Q4 2021 and held it in 11 quarters. The position peaked at $8.36K in Q3 2024. 171 funds tracked by Wall St. Rank hold INTF as of Q2 2025.

Concord Wealth Partners reported no remaining iShares International Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
Concord Wealth Partners sold 266 iShares International Equity Factor ETF shares in Q2 2025, an estimated $8.2K.
Concord Wealth Partners first reported a position in iShares International Equity Factor ETF in Q4 2021 and held it in 11 quarters.
Concord Wealth Partners's iShares International Equity Factor ETF position peaked at $8.36K in Q3 2024.
171 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.