Keystone Financial Group (Kentucky)’s iShares International Equity Factor ETF INTF Stock Holding History

Keystone Financial Group (Kentucky)’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	-9,200	Closed	-$211K	–	240
2020 Q2	$211K	Sell	9,200 -4,369	-32%	-$96.2K	0.06%	208
2020 Q1	$275K	Sell	13,569 -6,024	-31%	-$148K	0.09%	160
2019 Q4	$530K	Sell	19,593 -29,620	-60%	-$781K	0.14%	122
2019 Q3	$1.25M	Sell	49,213 -33,947	-41%	-$864K	0.39%	62
2019 Q2	$2.18M	Buy	83,160 +9,955	+14%	+$261K	0.71%	38
2019 Q1	$1.93M	Buy	73,205 +7,972	+12%	+$205K	0.69%	40
2018 Q4	$1.55M	Buy	65,233 +27,240	+72%	+$693K	0.7%	39
2018 Q3	$1.07M	Buy	37,993 +17,029	+81%	+$473K	0.44%	69
2018 Q2	$574K	Buy	+20,964	New	+$610K	0.32%	85

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

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 $666B AUM 30.12% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s INTF Position: Q3 2020 in Review

Keystone Financial Group (Kentucky) sold out of iShares International Equity Factor ETF (INTF) in Q3 2020, closing a stake of 9,200 shares — an estimated $211K sold.

Keystone Financial Group (Kentucky) first reported a position in INTF in Q2 2018 and held it in 9 quarters. The position peaked at $2.18M in Q2 2019. 101 funds tracked by Wall St. Rank hold INTF as of Q3 2020.

Keystone Financial Group (Kentucky) reported no remaining iShares International Equity Factor ETF position as of Q3 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 9,200 iShares International Equity Factor ETF shares in Q3 2020, an estimated $211K.
Keystone Financial Group (Kentucky) first reported a position in iShares International Equity Factor ETF in Q2 2018 and held it in 9 quarters.
Keystone Financial Group (Kentucky)'s iShares International Equity Factor ETF position peaked at $2.18M in Q2 2019.
101 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2020, filed 13 Nov 2020.