OneDigital Investment Advisors’s iShares International Equity Factor ETF INTF Stock Holding History

OneDigital Investment Advisors’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 Q3	–	Sell	-12,200	Closed	-$287K	–	776
2022 Q2	$287K	Hold	12,200	–	–	0.01%	570
2022 Q1	$338K	Hold	12,200	–	–	0.01%	564
2021 Q4	$352K	Hold	12,200	–	–	0.01%	549
2021 Q3	$354K	Hold	12,200	–	–	0.01%	528
2021 Q2	$367K	Hold	12,200	–	–	0.02%	497
2021 Q1	$350K	Hold	12,200	–	–	0.02%	468
2020 Q4	$332K	Hold	12,200	–	–	0.02%	462
2020 Q3	$296K	Hold	12,200	–	–	0.02%	437
2020 Q2	$280K	Hold	12,200	–	–	0.02%	460
2020 Q1	$247K	Hold	12,200	–	–	0.02%	418
2019 Q4	$330K	Hold	12,200	–	–	0.03%	396
2019 Q3	$311K	Buy	+12,200	New	+$310K	0.03%	370

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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

OWM

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

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

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

SFO

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

CCA

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

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

OneDigital Investment Advisors's INTF Position: Q3 2022 in Review

OneDigital Investment Advisors sold out of iShares International Equity Factor ETF (INTF) in Q3 2022, closing a stake of 12,200 shares — an estimated $287K sold.

OneDigital Investment Advisors first reported a position in INTF in Q3 2019 and held it in 12 quarters. The position peaked at $367K in Q2 2021. 112 funds tracked by Wall St. Rank hold INTF as of Q3 2022.

OneDigital Investment Advisors reported no remaining iShares International Equity Factor ETF position as of Q3 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 12,200 iShares International Equity Factor ETF shares in Q3 2022, an estimated $287K.
OneDigital Investment Advisors first reported a position in iShares International Equity Factor ETF in Q3 2019 and held it in 12 quarters.
OneDigital Investment Advisors's iShares International Equity Factor ETF position peaked at $367K in Q2 2021.
112 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2022.

Based on OneDigital Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.