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Dynamic Advisor Solutions’s iShares International Equity Factor ETF INTF Stock Holding History

Dynamic Advisor Solutions’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
-8,100
Closed -$209K – 917
2023
Q3 		$209K Hold
8,100
– – 0.01% 774
2023
Q2 		$217K Buy
+8,100
New +$217K 0.01% 721

Other funds holding INTF

SFS
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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

Dynamic Advisor Solutions's INTF Position: Q4 2023 in Review

Dynamic Advisor Solutions sold out of iShares International Equity Factor ETF (INTF) in Q4 2023, closing a stake of 8,100 shares — an estimated $209K sold.

Dynamic Advisor Solutions first reported a position in INTF in Q2 2023 and held it in 2 quarters. The position peaked at $217K in Q2 2023. 126 funds tracked by Wall St. Rank hold INTF as of Q4 2023.

  • Dynamic Advisor Solutions reported no remaining iShares International Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 8,100 iShares International Equity Factor ETF shares in Q4 2023, an estimated $209K.
  • Dynamic Advisor Solutions first reported a position in iShares International Equity Factor ETF in Q2 2023 and held it in 2 quarters.
  • Dynamic Advisor Solutions's iShares International Equity Factor ETF position peaked at $217K in Q2 2023.
  • 126 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q4 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2023, filed 10 Jan 2024.