Huber Financial Advisors’s iShares International Equity Factor ETF INTF Stock Holding History

Huber Financial Advisors’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	$2.47M	Buy	122,131 +34,835	+40%	+$856K	0.93%	16
2019 Q4	$2.36M	Buy	87,296 +27,434	+46%	+$724K	0.82%	17
2019 Q3	$1.53M	Buy	59,862 +27,671	+86%	+$704K	0.6%	26
2019 Q2	$845K	Buy	32,191 +23,899	+288%	+$627K	0.37%	38
2019 Q1	$218K	Buy	+8,292	New	+$213K	0.11%	110

Other funds holding INTF

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

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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

IWC

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

BDF

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

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 $1.36B AUM 18.79% 1-Year Est. Return

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

Huber Financial Advisors's INTF Position: Q1 2020 in Review

Huber Financial Advisors increased its iShares International Equity Factor ETF (INTF) stake by 40% in Q1 2020, buying an estimated $856K and bringing the position to 122,131 shares worth $2.47M. The position accounts for 0.93% of the portfolio, ranked #16.

Huber Financial Advisors first reported a position in INTF in Q1 2019 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold INTF as of Q1 2020.

Huber Financial Advisors held 122,131 shares of iShares International Equity Factor ETF worth $2.47M as of Q1 2020.
Huber Financial Advisors bought 34,835 iShares International Equity Factor ETF shares in Q1 2020, an estimated $856K.
iShares International Equity Factor ETF made up 0.93% of Huber Financial Advisors's portfolio in Q1 2020, its #16 holding.
Huber Financial Advisors first reported a position in iShares International Equity Factor ETF in Q1 2019 and has held it in 5 quarters since.
110 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.