Next Financial Group’s iShares International Equity Factor ETF INTF Stock Holding History

Next Financial Group’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	–	Sell	-2,742	Closed	-$67.4K	–	2249
2019 Q4	$74K	Hold	2,742	–	–	0.01%	1060
2019 Q3	$70K	Hold	2,742	–	–	0.01%	1028
2019 Q2	$72K	Buy	2,742 +242	+10%	+$6.35K	0.01%	1041
2019 Q1	$66K	Sell	2,500 -242	-9%	-$6.23K	0.02%	655
2018 Q4	$65K	Buy	2,742 +242	+10%	+$6.15K	0.01%	716
2018 Q3	$70K	Buy	+2,500	New	+$69.5K	0.03%	463

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 $1.24B AUM 15.23% 1-Year Est. Return

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

Next Financial Group's INTF Position: Q1 2020 in Review

Next Financial Group sold out of iShares International Equity Factor ETF (INTF) in Q1 2020, closing a stake of 2,742 shares — an estimated $67.4K sold.

Next Financial Group first reported a position in INTF in Q3 2018 and held it in 6 quarters. The position peaked at $74K in Q4 2019. 110 funds tracked by Wall St. Rank hold INTF as of Q1 2020.

Next Financial Group reported no remaining iShares International Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 2,742 iShares International Equity Factor ETF shares in Q1 2020, an estimated $67.4K.
Next Financial Group first reported a position in iShares International Equity Factor ETF in Q3 2018 and held it in 6 quarters.
Next Financial Group's iShares International Equity Factor ETF position peaked at $74K in Q4 2019.
110 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.