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 Q3	–	Sell	-12,987	Closed	-$298K	–	457
2020 Q2	$298K	Buy	12,987 +12,932	+23,513%	+$285K	0.08%	170
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 $2.28B AUM 22.9% 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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $446M AUM 21.49% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

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

Golden State Wealth Management's INTF Position: Q3 2020 in Review

Golden State Wealth Management sold out of iShares International Equity Factor ETF (INTF) in Q3 2020, closing a stake of 12,987 shares — an estimated $298K sold.

Golden State Wealth Management first reported a position in INTF in Q1 2019 and held it in 5 quarters. The position peaked at $298K in Q2 2020. 100 funds tracked by Wall St. Rank hold INTF as of Q3 2020.

Golden State Wealth Management reported no remaining iShares International Equity Factor ETF position as of Q3 2020 after selling out during the quarter.
Golden State Wealth Management sold 12,987 iShares International Equity Factor ETF shares in Q3 2020, an estimated $298K.
Golden State Wealth Management first reported a position in iShares International Equity Factor ETF in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's iShares International Equity Factor ETF position peaked at $298K in Q2 2020.
100 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2020.

Based on Golden State Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.