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Estate Counselors’s iShares International Equity Factor ETF INTF Stock Holding History

Estate Counselors’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
2020
Q1 		– Sell
-178,400
Closed -$4.83M – 129
2019
Q4 		$4.83M Buy
178,400
+1,150
+0.6% +$30.3K 0.71% 41
2019
Q3 		$4.52M Sell
177,250
-18,400
-9% -$468K 0.69% 45
2019
Q2 		$5.14M Buy
195,650
+90,950
+87% +$2.39M 0.8% 41
2019
Q1 		$2.76M Buy
+104,700
New +$2.69M 0.47% 45

Other funds holding INTF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Estate Counselors's INTF Position: Q1 2020 in Review

Estate Counselors sold out of iShares International Equity Factor ETF (INTF) in Q1 2020, closing a stake of 178,400 shares — an estimated $4.83M sold.

Estate Counselors first reported a position in INTF in Q1 2019 and held it in 4 quarters. The position peaked at $5.14M in Q2 2019. 110 funds tracked by Wall St. Rank hold INTF as of Q1 2020.

  • Estate Counselors reported no remaining iShares International Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Estate Counselors sold 178,400 iShares International Equity Factor ETF shares in Q1 2020, an estimated $4.83M.
  • Estate Counselors first reported a position in iShares International Equity Factor ETF in Q1 2019 and held it in 4 quarters.
  • Estate Counselors's iShares International Equity Factor ETF position peaked at $5.14M in Q2 2019.
  • 110 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q1 2020.

Based on Estate Counselors's 13F filing for Q1 2020, filed 28 Apr 2020.