Great Diamond Partners’s iShares International Equity Factor ETF INTF Stock Holding History

Great Diamond Partners’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	-800	Closed	-$21K	–	354
2019 Q4	$21K	Buy	+800	New	+$21.1K	0.01%	462

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SFS

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IWC

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

BDF

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UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.24B AUM 15.23% 1-Year Est. Return

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

Great Diamond Partners's INTF Position: Q1 2020 in Review

Great Diamond Partners sold out of iShares International Equity Factor ETF (INTF) in Q1 2020, closing a stake of 800 shares — an estimated $21K sold.

Great Diamond Partners first reported a position in INTF in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 110 funds tracked by Wall St. Rank hold INTF as of Q1 2020.

Great Diamond Partners reported no remaining iShares International Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 800 iShares International Equity Factor ETF shares in Q1 2020, an estimated $21K.
Great Diamond Partners first reported a position in iShares International Equity Factor ETF in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's iShares International Equity Factor ETF position peaked at $21K in Q4 2019.
110 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.