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Northwest Wealth Management’s iShares International Equity Factor ETF INTF Stock Holding History

Northwest Wealth Management’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
Q3 		– Sell
-7,632
Closed -$205K – 154
2023
Q2 		$205K Sell
7,632
-1,417
-16% -$38K 0.07% 142
2023
Q1 		$240K Buy
9,049
+749
+9% +$19.5K 0.09% 132
2022
Q4 		$204K Sell
8,300
-3,943
-32% -$92.5K 0.09% 131
2022
Q3 		$256K Hold
12,243
– – 0.11% 117
2022
Q2 		$288K Sell
12,243
-1,503
-11% -$38.6K 0.12% 116
2022
Q1 		$380K Buy
13,746
+8
+0.1% +$223 0.19% 99
2021
Q4 		$396K Buy
13,738
+1,544
+13% +$45.2K 0.18% 93
2021
Q3 		$354K Sell
12,194
-141
-1% -$4.26K 0.18% 94
2021
Q2 		$371K Buy
12,335
+10
+0.1% +$303 0.2% 88
2021
Q1 		$354K Sell
12,325
-70
-0.6% -$1.97K 0.22% 87
2020
Q4 		$337K Buy
12,395
+506
+4% +$13K 0.23% 85
2020
Q3 		$289K Buy
11,889
+886
+8% +$21.6K 0.24% 83
2020
Q2 		$252K Buy
11,003
+7
+0.1% +$154 0.22% 85
2020
Q1 		$223K Buy
+10,996
New +$270K 0.23% 79

Other funds holding INTF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Corient Private Wealth
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
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Northwest Wealth Management's INTF Position: Q3 2023 in Review

Northwest Wealth Management sold out of iShares International Equity Factor ETF (INTF) in Q3 2023, closing a stake of 7,632 shares — an estimated $205K sold.

Northwest Wealth Management first reported a position in INTF in Q1 2020 and held it in 14 quarters. The position peaked at $396K in Q4 2021. 123 funds tracked by Wall St. Rank hold INTF as of Q3 2023.

  • Northwest Wealth Management reported no remaining iShares International Equity Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Northwest Wealth Management sold 7,632 iShares International Equity Factor ETF shares in Q3 2023, an estimated $205K.
  • Northwest Wealth Management first reported a position in iShares International Equity Factor ETF in Q1 2020 and held it in 14 quarters.
  • Northwest Wealth Management's iShares International Equity Factor ETF position peaked at $396K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2023.

Based on Northwest Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.