Morris Financial Concepts’s iShares International Equity Factor ETF INTF Stock Holding History

Morris Financial Concepts’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
2023 Q2	–	Sell	-64	Closed	-$1.7K	–	159
2023 Q1	$1.7K	Hold	64	–	–	﹤0.01%	141
2022 Q4	$1.57K	Hold	64	–	–	﹤0.01%	132
2022 Q3	$1K	Hold	64	–	–	﹤0.01%	112
2022 Q2	$2K	Hold	64	–	–	﹤0.01%	116
2022 Q1	$2K	Hold	64	–	–	﹤0.01%	112
2021 Q4	$2K	Buy	+64	New	+$1.87K	﹤0.01%	100

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

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFO

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morris Financial Concepts's INTF Position: Q2 2023 in Review

Morris Financial Concepts sold out of iShares International Equity Factor ETF (INTF) in Q2 2023, closing a stake of 64 shares — an estimated $1.7K sold.

Morris Financial Concepts first reported a position in INTF in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 121 funds tracked by Wall St. Rank hold INTF as of Q2 2023.

Morris Financial Concepts reported no remaining iShares International Equity Factor ETF position as of Q2 2023 after selling out during the quarter.
Morris Financial Concepts sold 64 iShares International Equity Factor ETF shares in Q2 2023, an estimated $1.7K.
Morris Financial Concepts first reported a position in iShares International Equity Factor ETF in Q4 2021 and held it in 6 quarters.
Morris Financial Concepts's iShares International Equity Factor ETF position peaked at $2K in Q2 2022.
121 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2023.

Based on Morris Financial Concepts's 13F filing for Q2 2023, filed 9 Aug 2023.