EP Wealth Advisors’s iShares International Equity Factor ETF INTF Stock Holding History

EP Wealth Advisors’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
2026 Q2	$305K	Buy	7,447 +232	+3%	+$9.51K	﹤0.01%	1285
2026 Q1	$281K	Sell	7,215 -196	-3%	-$7.76K	﹤0.01%	1205
2025 Q4	$280K	Buy	+7,411	New	+$272K	﹤0.01%	1178
2025 Q2	$248K	Buy	7,248 +1	+0%	+$32	﹤0.01%	1127
2025 Q1	$224K	Sell	7,247 -891	-11%	-$27.1K	﹤0.01%	1081
2024 Q4	$234K	Buy	8,138 +1,032	+15%	+$30.9K	﹤0.01%	990
2024 Q3	$223K	Buy	7,106 +532	+8%	+$16.1K	﹤0.01%	989
2024 Q2	$192K	Sell	6,574 -3,011	-31%	-$89.3K	﹤0.01%	764
2024 Q1	$286K	Sell	9,585 -386	-4%	-$11K	﹤0.01%	642
2023 Q4	$279K	Buy	+9,971	New	+$263K	﹤0.01%	635

Other funds holding INTF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EP Wealth Advisors's INTF Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares International Equity Factor ETF (INTF) stake by 3.2% in Q2 2026, buying an estimated $9.51K and bringing the position to 7,447 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

EP Wealth Advisors first reported a position in INTF in Q4 2023 and has held it in 10 quarters since. 198 funds tracked by Wall St. Rank hold INTF as of Q2 2026.

EP Wealth Advisors held 7,447 shares of iShares International Equity Factor ETF worth $305K as of Q2 2026.
EP Wealth Advisors bought 232 iShares International Equity Factor ETF shares in Q2 2026, an estimated $9.51K.
iShares International Equity Factor ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1285 holding.
EP Wealth Advisors first reported a position in iShares International Equity Factor ETF in Q4 2023 and has held it in 10 quarters since.
198 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.