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

EverSource 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
2024 Q3	–	Sell	-745	Closed	-$22.4K	–	3079
2024 Q2	$22.4K	Buy	+745	New	+$22.1K	﹤0.01%	1450
2024 Q1	–	Sell	-47	Closed	-$1.32K	–	2945
2023 Q4	$1.32K	Hold	47	–	–	﹤0.01%	2307
2023 Q3	$1.22K	Buy	47 +9	+24%	+$240	﹤0.01%	2145
2023 Q2	$1.02K	Hold	38	–	–	﹤0.01%	2217
2023 Q1	$1.01K	Hold	38	–	–	﹤0.01%	2114
2022 Q4	$935	Hold	38	–	–	﹤0.01%	2114
2022 Q3	$1K	Hold	38	–	–	﹤0.01%	1833
2022 Q2	$1K	Hold	38	–	–	﹤0.01%	1638
2022 Q1	$1K	Buy	38 +2	+6%	+$56	﹤0.01%	1647
2021 Q4	$1K	Buy	+36	New	+$1.05K	﹤0.01%	1706

Other funds holding INTF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EverSource Wealth Advisors's INTF Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of iShares International Equity Factor ETF (INTF) in Q3 2024, closing a stake of 745 shares — an estimated $22.4K sold.

EverSource Wealth Advisors first reported a position in INTF in Q4 2021 and held it in 10 quarters. The position peaked at $22.4K in Q2 2024. 142 funds tracked by Wall St. Rank hold INTF as of Q3 2024.

EverSource Wealth Advisors reported no remaining iShares International Equity Factor ETF position as of Q3 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 745 iShares International Equity Factor ETF shares in Q3 2024, an estimated $22.4K.
EverSource Wealth Advisors first reported a position in iShares International Equity Factor ETF in Q4 2021 and held it in 10 quarters.
EverSource Wealth Advisors's iShares International Equity Factor ETF position peaked at $22.4K in Q2 2024.
142 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.