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Phillips Financial Management’s iShares International Equity Factor ETF INTF Stock Holding History

Phillips Financial 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 		$6.57M Sell
160,285
-41,366
-21% -$1.7M 0.48% 37
2026
Q1 		$7.86M Sell
201,651
-30,236
-13% -$1.2M 0.57% 34
2025
Q4 		$8.75M Sell
231,887
-65,239
-22% -$2.4M 0.56% 37
2025
Q3 		$10.7M Sell
297,126
-21,270
-7% -$745K 0.7% 30
2025
Q2 		$10.9M Sell
318,396
-76,905
-19% -$2.5M 0.79% 29
2025
Q1 		$12.2M Sell
395,301
-27,673
-7% -$842K 0.94% 29
2024
Q4 		$12.1M Sell
422,974
-30,327
-7% -$908K 0.96% 28
2024
Q3 		$14.2M Sell
453,301
-32,789
-7% -$990K 1.1% 28
2024
Q2 		$14.2M Sell
486,090
-47,142
-9% -$1.4M 1.17% 27
2024
Q1 		$15.9M Sell
533,232
-57,691
-10% -$1.65M 1.3% 24
2023
Q4 		$16.6M Sell
590,923
-95,875
-14% -$2.53M 1.44% 21
2023
Q3 		$17.8M Sell
686,798
-60,039
-8% -$1.6M 1.68% 18
2023
Q2 		$20M Sell
746,837
-60,061
-7% -$1.61M 1.86% 16
2023
Q1 		$21.4M Sell
806,898
-36,146
-4% -$941K 2.06% 14
2022
Q4 		$20.7M Sell
843,044
-28,830
-3% -$676K 2.11% 14
2022
Q3 		$18.3M Sell
871,874
-31,577
-3% -$739K 2.01% 14
2022
Q2 		$21.3M Sell
903,451
-172,484
-16% -$4.43M 2.3% 14
2022
Q1 		$29.8M Buy
1,075,935
+88,066
+9% +$2.45M 2.82% 8
2021
Q4 		$28.5M Buy
987,869
+116,708
+13% +$3.41M 2.79% 11
2021
Q3 		$25.3M Buy
871,161
+224,016
+35% +$6.76M 2.62% 11
2021
Q2 		$19.4M Buy
647,145
+195,874
+43% +$5.94M 2% 18
2021
Q1 		$13M Buy
451,271
+15,306
+4% +$431K 1.59% 20
2020
Q4 		$11.8M Buy
435,965
+3,286
+0.8% +$84.3K 1.62% 18
2020
Q3 		$10.5M Buy
432,679
+1,756
+0.4% +$42.7K 1.65% 17
2020
Q2 		$9.88M Buy
430,923
+21,901
+5% +$482K 1.62% 17
2020
Q1 		$7.98M Sell
409,022
-45,776
-10% -$1.12M 1.58% 19
2019
Q4 		$12.3M Buy
454,798
+64,842
+17% +$1.71M 2.02% 14
2019
Q3 		$9.94M Buy
389,956
+52,770
+16% +$1.34M 1.75% 14
2019
Q2 		$8.88M Buy
337,186
+65,910
+24% +$1.73M 1.63% 15
2019
Q1 		$7.25M Buy
271,276
+89,976
+50% +$2.32M 1.38% 18
2018
Q4 		$4.3M Buy
181,300
+165,515
+1,049% +$4.21M 0.92% 26
2018
Q3 		$445K Buy
+15,785
New +$439K 0.09% 67

Other funds holding INTF

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

Phillips Financial Management's INTF Position: Q2 2026 in Review

Phillips Financial Management reduced its iShares International Equity Factor ETF (INTF) stake by 21% in Q2 2026, selling an estimated $1.7M and leaving 160,285 shares worth $6.57M. The position accounts for 0.48% of the portfolio, ranked #37.

Phillips Financial Management first reported a position in INTF in Q3 2018 and has held it in 32 quarters since. The position peaked at $29.8M in Q1 2022. 200 funds tracked by Wall St. Rank hold INTF as of Q2 2026.

  • Phillips Financial Management held 160,285 shares of iShares International Equity Factor ETF worth $6.57M as of Q2 2026.
  • Phillips Financial Management sold 41,366 iShares International Equity Factor ETF shares in Q2 2026, an estimated $1.7M.
  • iShares International Equity Factor ETF made up 0.48% of Phillips Financial Management's portfolio in Q2 2026, its #37 holding.
  • Phillips Financial Management first reported a position in iShares International Equity Factor ETF in Q3 2018 and has held it in 32 quarters since.
  • Phillips Financial Management's iShares International Equity Factor ETF position peaked at $29.8M in Q1 2022.
  • 200 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.