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

Golden State 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
2020 Q2	–	Sell	-55	Closed	-$1K	–	538
2020 Q1	$1K	Buy	+55	New	+$1.35K	﹤0.01%	918
2019 Q4	–	Sell	-55	Closed	-$1K	–	482
2019 Q3	$1K	Hold	55	–	–	﹤0.01%	1029
2019 Q2	$1K	Hold	55	–	–	﹤0.01%	1026
2019 Q1	$1K	Buy	+55	New	+$1.42K	﹤0.01%	1070

Other funds holding INTF

SFS

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDF

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

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

Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Golden State Wealth Management's INTF Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares International Equity Factor ETF (INTF) in Q2 2020, closing a stake of 55 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in INTF in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q1 2020. 101 funds tracked by Wall St. Rank hold INTF as of Q2 2020.

Golden State Wealth Management reported no remaining iShares International Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 55 iShares International Equity Factor ETF shares in Q2 2020, an estimated $1K.
Golden State Wealth Management first reported a position in iShares International Equity Factor ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's iShares International Equity Factor ETF position peaked at $1K in Q1 2020.
101 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.