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Pinnacle Wealth Management Advisory Group’s iShares International Equity Factor ETF INTF Stock Holding History

Pinnacle Wealth Management Advisory 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
2022
Q3 		– Sell
-8,860
Closed -$208K – 285
2022
Q2 		$208K Sell
8,860
-2,650
-23% -$68.1K 0.03% 267
2022
Q1 		$318K Hold
11,510
– – 0.05% 219
2021
Q4 		$332K Hold
11,510
– – 0.05% 207
2021
Q3 		$334K Sell
11,510
-180
-2% -$5.43K 0.08% 172
2021
Q2 		$351K Sell
11,690
-2,455
-17% -$74.4K 0.08% 168
2021
Q1 		$406K Hold
14,145
– – 0.11% 134
2020
Q4 		$384K Hold
14,145
– – 0.12% 132
2020
Q3 		$344K Sell
14,145
-890
-6% -$21.7K 0.12% 133
2020
Q2 		$345K Sell
15,035
-14,260
-49% -$314K 0.13% 129
2020
Q1 		$594K Buy
29,295
+16,935
+137% +$416K 0.29% 83
2019
Q4 		$334K Buy
+12,360
New +$326K 0.12% 140

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
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's INTF Position: Q3 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of iShares International Equity Factor ETF (INTF) in Q3 2022, closing a stake of 8,860 shares — an estimated $208K sold.

Pinnacle Wealth Management Advisory Group first reported a position in INTF in Q4 2019 and held it in 11 quarters. The position peaked at $594K in Q1 2020. 112 funds tracked by Wall St. Rank hold INTF as of Q3 2022.

  • Pinnacle Wealth Management Advisory Group reported no remaining iShares International Equity Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 8,860 iShares International Equity Factor ETF shares in Q3 2022, an estimated $208K.
  • Pinnacle Wealth Management Advisory Group first reported a position in iShares International Equity Factor ETF in Q4 2019 and held it in 11 quarters.
  • Pinnacle Wealth Management Advisory Group's iShares International Equity Factor ETF position peaked at $594K in Q1 2020.
  • 112 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2022, filed 10 Nov 2022.