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

Oxford 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
2024
Q1 		– Sell
-518
Closed -$14.5K – 284
2023
Q4 		$14.5K Buy
+518
New +$13.7K ﹤0.01% 279

Other funds holding INTF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 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
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oxford Financial Group's INTF Position: Q1 2024 in Review

Oxford Financial Group sold out of iShares International Equity Factor ETF (INTF) in Q1 2024, closing a stake of 518 shares — an estimated $14.5K sold.

Oxford Financial Group first reported a position in INTF in Q4 2023 and held it in 1 quarter. The position peaked at $14.5K in Q4 2023. 131 funds tracked by Wall St. Rank hold INTF as of Q1 2024.

  • Oxford Financial Group reported no remaining iShares International Equity Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Oxford Financial Group sold 518 iShares International Equity Factor ETF shares in Q1 2024, an estimated $14.5K.
  • Oxford Financial Group first reported a position in iShares International Equity Factor ETF in Q4 2023 and held it in 1 quarter.
  • Oxford Financial Group's iShares International Equity Factor ETF position peaked at $14.5K in Q4 2023.
  • 131 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q1 2024.

Based on Oxford Financial Group's 13F filing for Q1 2024, filed 13 May 2024.