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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SFS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.36B AUM 18.79% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $446M AUM 21.49% 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.