Phillips Financial Management
INTF icon

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
Q3 		$6.6M Sell
159,077
-1,208
-0.8% -$51K 0.51% 35
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 		$9.9M 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 		$9.9M 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

Strategic Financial Services
Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Shah Wealth Advisors
Shah Wealth Advisors Chino Hills, California $503M AUM
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Phillips Financial Management's INTF Position: Q3 2026 in Review

Phillips Financial Management reduced its iShares International Equity Factor ETF (INTF) stake by 0.75% in Q3 2026, selling an estimated $51K and leaving 159,077 shares worth $6.6M. The position accounts for 0.51% of the portfolio, ranked #35.

Phillips Financial Management first reported a position in INTF in Q3 2018 and has held it in 33 quarters since. The position peaked at $29.8M in Q1 2022. 141 funds tracked by Wall St. Rank hold INTF as of Q3 2026.

  • Phillips Financial Management held 159,077 shares of iShares International Equity Factor ETF worth $6.6M as of Q3 2026.
  • Phillips Financial Management sold 1,208 iShares International Equity Factor ETF shares in Q3 2026, an estimated $51K.
  • iShares International Equity Factor ETF made up 0.51% of Phillips Financial Management's portfolio in Q3 2026, its #35 holding.
  • Phillips Financial Management first reported a position in iShares International Equity Factor ETF in Q3 2018 and has held it in 33 quarters since.
  • Phillips Financial Management's iShares International Equity Factor ETF position peaked at $29.8M in Q1 2022.
  • 141 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.