Partnervest Advisory Services’s iShares International Equity Factor ETF INTF Stock Holding History

Partnervest Advisory Services’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
2019 Q3	–	Sell	-12,200	Closed	-$320K	–	274
2019 Q2	$320K	Hold	12,200	–	–	0.13%	136
2019 Q1	$321K	Hold	12,200	–	–	0.13%	141
2018 Q4	$289K	Hold	12,200	–	–	0.14%	141
2018 Q3	$343K	Hold	12,200	–	–	0.14%	152
2018 Q2	$337K	Buy	+12,200	New	+$355K	0.16%	133

Other funds holding INTF

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BDF

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

AEPG

American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

CCA

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

Partnervest Advisory Services's INTF Position: Q3 2019 in Review

Partnervest Advisory Services sold out of iShares International Equity Factor ETF (INTF) in Q3 2019, closing a stake of 12,200 shares — an estimated $320K sold.

Partnervest Advisory Services first reported a position in INTF in Q2 2018 and held it in 5 quarters. The position peaked at $343K in Q3 2018. 103 funds tracked by Wall St. Rank hold INTF as of Q3 2019.

Partnervest Advisory Services reported no remaining iShares International Equity Factor ETF position as of Q3 2019 after selling out during the quarter.
Partnervest Advisory Services sold 12,200 iShares International Equity Factor ETF shares in Q3 2019, an estimated $320K.
Partnervest Advisory Services first reported a position in iShares International Equity Factor ETF in Q2 2018 and held it in 5 quarters.
Partnervest Advisory Services's iShares International Equity Factor ETF position peaked at $343K in Q3 2018.
103 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2019.

Based on Partnervest Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.