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ERn Financial LLC’s iShares International Equity Factor ETF INTF Stock Holding History

ERn Financial LLC’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
2022
Q1 		– Sell
-25,934
Closed -$747K – 178
2021
Q4 		$747K Sell
25,934
-1,600
-6% -$46.8K 0.17% 80
2021
Q3 		$799K Buy
+27,534
New +$831K 0.2% 70

Other funds holding INTF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

ERn Financial LLC's INTF Position: Q1 2022 in Review

ERn Financial LLC sold out of iShares International Equity Factor ETF (INTF) in Q1 2022, closing a stake of 25,934 shares — an estimated $747K sold.

ERn Financial LLC first reported a position in INTF in Q3 2021 and held it in 2 quarters. The position peaked at $799K in Q3 2021. 111 funds tracked by Wall St. Rank hold INTF as of Q1 2022.

  • ERn Financial LLC reported no remaining iShares International Equity Factor ETF position as of Q1 2022 after selling out during the quarter.
  • ERn Financial LLC sold 25,934 iShares International Equity Factor ETF shares in Q1 2022, an estimated $747K.
  • ERn Financial LLC first reported a position in iShares International Equity Factor ETF in Q3 2021 and held it in 2 quarters.
  • ERn Financial LLC's iShares International Equity Factor ETF position peaked at $799K in Q3 2021.
  • 111 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q1 2022.

Based on ERn Financial LLC's 13F filing for Q1 2022, filed 13 May 2022.