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DFPG Investments’s iShares International Equity Factor ETF INTF Stock Holding History

DFPG Investments’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 		$1.6M Buy
58,017
+616
+1% +$16.2K 0.12% 164
2023
Q3 		$1.48M Sell
57,401
-1,265
-2% -$33.8K 0.14% 158
2023
Q2 		$1.61M Buy
58,666
+1,568
+3% +$42K 0.15% 149
2023
Q1 		$1.51M Buy
57,098
+3,727
+7% +$97K 0.16% 136
2022
Q4 		$1.37M Buy
+53,371
New +$1.25M 0.23% 104

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 $693M AUM 17.6% 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 $1.24B 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
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

DFPG Investments's INTF Position: Q4 2023 in Review

DFPG Investments increased its iShares International Equity Factor ETF (INTF) stake by 1.1% in Q4 2023, buying an estimated $16.2K and bringing the position to 58,017 shares worth $1.6M. The position accounts for 0.12% of the portfolio, ranked #164.

DFPG Investments first reported a position in INTF in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.61M in Q2 2023. 126 funds tracked by Wall St. Rank hold INTF as of Q4 2023.

  • DFPG Investments held 58,017 shares of iShares International Equity Factor ETF worth $1.6M as of Q4 2023.
  • DFPG Investments bought 616 iShares International Equity Factor ETF shares in Q4 2023, an estimated $16.2K.
  • iShares International Equity Factor ETF made up 0.12% of DFPG Investments's portfolio in Q4 2023, its #164 holding.
  • DFPG Investments first reported a position in iShares International Equity Factor ETF in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's iShares International Equity Factor ETF position peaked at $1.61M in Q2 2023.
  • 126 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.