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

Prestige Wealth Management 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
2020 Q3	–	Sell	-89	Closed	-$2K	–	900
2020 Q2	$2K	Hold	89	–	–	﹤0.01%	676
2020 Q1	$2K	Sell	89 -64,781	-100%	-$1.59M	﹤0.01%	644
2019 Q4	$1.75M	Buy	64,870 +3,496	+6%	+$92.2K	0.96%	18
2019 Q3	$1.56M	Buy	61,374 +7,634	+14%	+$194K	0.92%	17
2019 Q2	$1.41M	Buy	53,740 +3,208	+6%	+$84.2K	0.85%	19
2019 Q1	$1.33M	Buy	50,532 +2,197	+5%	+$56.5K	0.82%	22
2018 Q4	$1.15M	Buy	+48,335	New	+$1.23M	0.84%	23

Other funds holding INTF

SFS

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

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

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

BDF

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return

CCA

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

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

Prestige Wealth Management Group's INTF Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of iShares International Equity Factor ETF (INTF) in Q3 2020, closing a stake of 89 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in INTF in Q4 2018 and held it in 7 quarters. The position peaked at $1.75M in Q4 2019. 101 funds tracked by Wall St. Rank hold INTF as of Q3 2020.

Prestige Wealth Management Group reported no remaining iShares International Equity Factor ETF position as of Q3 2020 after selling out during the quarter.
Prestige Wealth Management Group sold 89 iShares International Equity Factor ETF shares in Q3 2020, an estimated $2K.
Prestige Wealth Management Group first reported a position in iShares International Equity Factor ETF in Q4 2018 and held it in 7 quarters.
Prestige Wealth Management Group's iShares International Equity Factor ETF position peaked at $1.75M in Q4 2019.
101 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.