Greenleaf Trust’s iShares International Equity Factor ETF INTF Stock Holding History

Greenleaf Trust’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	-20,986	Closed	-$425K	–	573
2020 Q1	$425K	Hold	20,986	–	–	0.01%	275
2019 Q4	$568K	Hold	20,986	–	–	0.01%	270
2019 Q3	$535K	Hold	20,986	–	–	0.01%	272
2019 Q2	$551K	Hold	20,986	–	–	0.01%	263
2019 Q1	$553K	Sell	20,986 -158	-0.7%	-$4.07K	0.01%	249
2018 Q4	$501K	Buy	21,144 +158	+0.8%	+$4.02K	0.01%	252
2018 Q3	$589K	Hold	20,986	–	–	0.01%	251
2018 Q2	$580K	Buy	+20,986	New	+$611K	0.01%	243

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

Greenleaf Trust's INTF Position: Q2 2020 in Review

Greenleaf Trust sold out of iShares International Equity Factor ETF (INTF) in Q2 2020, closing a stake of 20,986 shares — an estimated $425K sold.

Greenleaf Trust first reported a position in INTF in Q2 2018 and held it in 8 quarters. The position peaked at $589K in Q3 2018. 101 funds tracked by Wall St. Rank hold INTF as of Q2 2020.

Greenleaf Trust reported no remaining iShares International Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
Greenleaf Trust sold 20,986 iShares International Equity Factor ETF shares in Q2 2020, an estimated $425K.
Greenleaf Trust first reported a position in iShares International Equity Factor ETF in Q2 2018 and held it in 8 quarters.
Greenleaf Trust's iShares International Equity Factor ETF position peaked at $589K in Q3 2018.
101 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2020.

Based on Greenleaf Trust's 13F filing for Q2 2020, filed 12 Aug 2020.