Lehman & Derafelo Financial Resources’s iShares International Equity Factor ETF INTF Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-8,000	Closed	-$168K	–	137
2022 Q3	$168K	Hold	8,000	–	–	0.05%	98
2022 Q2	$188K	Hold	8,000	–	–	0.06%	101
2022 Q1	$221K	Hold	8,000	–	–	0.06%	103
2021 Q4	$231K	Hold	8,000	–	–	0.07%	98
2021 Q3	$232K	Hold	8,000	–	–	0.08%	91
2021 Q2	$240K	Hold	8,000	–	–	0.07%	105
2021 Q1	$230K	Hold	8,000	–	–	0.06%	106
2020 Q4	$217K	Hold	8,000	–	–	0.06%	111
2020 Q3	$194K	Hold	8,000	–	–	0.06%	132
2020 Q2	$183K	Hold	8,000	–	–	0.06%	121
2020 Q1	$162K	Hold	8,000	–	–	0.07%	91
2019 Q4	$216K	Hold	8,000	–	–	0.08%	97
2019 Q3	$204K	Hold	8,000	–	–	0.08%	96
2019 Q2	$211K	Hold	8,000	–	–	0.09%	94
2019 Q1	$211K	Hold	8,000	–	–	0.09%	89
2018 Q4	$190K	Buy	+8,000	New	+$203K	0.09%	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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

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

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Lehman & Derafelo Financial Resources's INTF Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares International Equity Factor ETF (INTF) in Q4 2022, closing a stake of 8,000 shares — an estimated $168K sold.

Lehman & Derafelo Financial Resources first reported a position in INTF in Q4 2018 and held it in 16 quarters. The position peaked at $240K in Q2 2021. 121 funds tracked by Wall St. Rank hold INTF as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares International Equity Factor ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 8,000 iShares International Equity Factor ETF shares in Q4 2022, an estimated $168K.
Lehman & Derafelo Financial Resources first reported a position in iShares International Equity Factor ETF in Q4 2018 and held it in 16 quarters.
Lehman & Derafelo Financial Resources's iShares International Equity Factor ETF position peaked at $240K in Q2 2021.
121 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.