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

Orgel 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
2026 Q2	$387K	Buy	9,445 +683	+8%	+$28K	0.01%	93
2026 Q1	$341K	Hold	8,762	–	–	0.01%	77
2025 Q4	$331K	Hold	8,762	–	–	0.01%	78
2025 Q3	$315K	Buy	8,762 +29	+0.3%	+$1.02K	0.01%	72
2025 Q2	$299K	Buy	8,733 +42	+0.5%	+$1.36K	0.01%	74
2025 Q1	$268K	Hold	8,691	–	–	0.01%	73
2024 Q4	$250K	Hold	8,691	–	–	0.01%	81
2024 Q3	$273K	Hold	8,691	–	–	0.01%	72
2024 Q2	$254K	Hold	8,691	–	–	0.01%	70
2024 Q1	$259K	Sell	8,691 -5,365	-38%	-$153K	0.01%	71
2023 Q4	$394K	Sell	14,056 -197,982	-93%	-$5.22M	0.01%	62
2023 Q3	$5.48M	Sell	212,038 -89,759	-30%	-$2.4M	0.19%	28
2023 Q2	$8.09M	Sell	301,797 -1,313,001	-81%	-$35.2M	0.27%	26
2023 Q1	$42.8M	Buy	1,614,798 +52,381	+3%	+$1.36M	1.53%	17
2022 Q4	$38.4M	Buy	1,562,417 +103,683	+7%	+$2.43M	1.48%	18
2022 Q3	$30.5M	Buy	1,458,734 +167,660	+13%	+$3.92M	1.51%	18
2022 Q2	$30.4M	Buy	1,291,074 +484,029	+60%	+$12.4M	1.72%	11
2022 Q1	$22.3M	Buy	807,045 +231,075	+40%	+$6.44M	1.53%	12
2021 Q4	$16.6M	Buy	575,970 +132,852	+30%	+$3.89M	1.6%	12
2021 Q3	$12.9M	Buy	443,118 +47,648	+12%	+$1.44M	1.46%	12
2021 Q2	$11.9M	Buy	395,470 +28,232	+8%	+$855K	1.49%	12
2021 Q1	$10.5M	Buy	367,238 +40,740	+12%	+$1.15M	1.49%	13
2020 Q4	$8.87M	Buy	326,498 +9,602	+3%	+$246K	1.82%	12
2020 Q3	$7.7M	Buy	316,896 +8,507	+3%	+$207K	2.15%	9
2020 Q2	$7.07M	Sell	308,389 -47,679	-13%	-$1.05M	2.66%	9
2020 Q1	$7.21M	Buy	356,068 +169,719	+91%	+$4.17M	2.86%	7
2019 Q4	$5.04M	Buy	186,349 +64,012	+52%	+$1.69M	1.38%	13
2019 Q3	$3.12M	Buy	122,337 +5,205	+4%	+$132K	1.17%	13
2019 Q2	$3.08M	Buy	117,132 +7,224	+7%	+$190K	1.2%	11
2019 Q1	$2.89M	Buy	109,908 +14,236	+15%	+$366K	0.98%	10
2018 Q4	$2.27M	Buy	95,672 +37,034	+63%	+$942K	0.68%	13
2018 Q3	$1.65M	Buy	58,638 +5,322	+10%	+$148K	0.72%	11
2018 Q2	$1.47M	Buy	53,316 +6,269	+13%	+$182K	0.36%	10
2018 Q1	$1.36M	Buy	47,047 +13,599	+41%	+$401K	0.34%	11
2017 Q4	$965K	Buy	33,448 +24,842	+289%	+$708K	0.23%	13
2017 Q3	$241K	Buy	8,606 +801	+10%	+$21.8K	0.08%	26
2017 Q2	$205K	Buy	+7,805	New	+$203K	0.07%	26

Other funds holding INTF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Orgel Wealth Management's INTF Position: Q2 2026 in Review

Orgel Wealth Management increased its iShares International Equity Factor ETF (INTF) stake by 7.8% in Q2 2026, buying an estimated $28K and bringing the position to 9,445 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #93.

Orgel Wealth Management first reported a position in INTF in Q2 2017 and has held it in 37 quarters since. The position peaked at $42.8M in Q1 2023. 198 funds tracked by Wall St. Rank hold INTF as of Q2 2026.

Orgel Wealth Management held 9,445 shares of iShares International Equity Factor ETF worth $387K as of Q2 2026.
Orgel Wealth Management bought 683 iShares International Equity Factor ETF shares in Q2 2026, an estimated $28K.
iShares International Equity Factor ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #93 holding.
Orgel Wealth Management first reported a position in iShares International Equity Factor ETF in Q2 2017 and has held it in 37 quarters since.
Orgel Wealth Management's iShares International Equity Factor ETF position peaked at $42.8M in Q1 2023.
198 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.