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Geneos Wealth Management’s iShares International Equity Factor ETF INTF Stock Holding History

Geneos Wealth Management’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
2018
Q3 		– Sell
-817
Closed -$22K – 2426
2018
Q2 		$22K Buy
+817
New +$23.8K ﹤0.01% 1405

Other funds holding INTF

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
BCA
Berman Capital Advisors Atlanta, Georgia $636M AUM 30.04% 1-Year Est. Return

Geneos Wealth Management's INTF Position: Q3 2018 in Review

Geneos Wealth Management sold out of iShares International Equity Factor ETF (INTF) in Q3 2018, closing a stake of 817 shares — an estimated $22K sold.

Geneos Wealth Management first reported a position in INTF in Q2 2018 and held it in 1 quarter. The position peaked at $22K in Q2 2018. 97 funds tracked by Wall St. Rank hold INTF as of Q3 2018.

  • Geneos Wealth Management reported no remaining iShares International Equity Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Geneos Wealth Management sold 817 iShares International Equity Factor ETF shares in Q3 2018, an estimated $22K.
  • Geneos Wealth Management first reported a position in iShares International Equity Factor ETF in Q2 2018 and held it in 1 quarter.
  • Geneos Wealth Management's iShares International Equity Factor ETF position peaked at $22K in Q2 2018.
  • 97 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2018.

Based on Geneos Wealth Management's 13F filing for Q3 2018, filed 7 Sep 2021.