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Orion Portfolio Solutions’s iShares International Equity Factor ETF INTF Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-43
Closed -$1K – 2316
2020
Q1 		$1K Sell
43
-1,001
-96% -$24.6K ﹤0.01% 1739
2019
Q4 		$28K Buy
+1,044
New +$27.5K ﹤0.01% 691

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's INTF Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of iShares International Equity Factor ETF (INTF) in Q2 2020, closing a stake of 43 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in INTF in Q4 2019 and held it in 2 quarters. The position peaked at $28K in Q4 2019. 101 funds tracked by Wall St. Rank hold INTF as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining iShares International Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 43 iShares International Equity Factor ETF shares in Q2 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in iShares International Equity Factor ETF in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares International Equity Factor ETF position peaked at $28K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.