Riverpoint Wealth Management Holdings’s iShares International Equity Factor ETF INTF Stock Holding History

Riverpoint Wealth Management Holdings’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
2021 Q4	–	Sell	-20,258	Closed	-$588K	–	53
2021 Q3	$588K	Sell	20,258 -45,812	-69%	-$1.38M	0.21%	31
2021 Q2	$1.99M	Buy	66,070 +302	+0.5%	+$9.15K	0.55%	25
2021 Q1	$1.89M	Sell	65,768 -9,036	-12%	-$255K	0.57%	24
2020 Q4	$2.03M	Buy	74,804 +6,016	+9%	+$154K	0.64%	23
2020 Q3	$1.67M	Buy	68,788 +5,043	+8%	+$123K	0.61%	24
2020 Q2	$1.46M	Sell	63,745 -36,581	-36%	-$805K	0.57%	27
2020 Q1	$2.03M	Buy	100,326 +413	+0.4%	+$10.1K	0.99%	20
2019 Q4	$2.7M	Buy	99,913 +2,562	+3%	+$67.6K	1.07%	17
2019 Q3	$2.48M	Buy	97,351 +20,229	+26%	+$515K	1.1%	16
2019 Q2	$2.02M	Buy	77,122 +580	+0.8%	+$15.2K	0.92%	18
2019 Q1	$2.02M	Sell	76,542 -2,130	-3%	-$54.8K	0.97%	18
2018 Q4	$1.86M	Buy	78,672 +1,584	+2%	+$40.3K	1.04%	19
2018 Q3	$2.16M	Buy	77,088 +477	+0.6%	+$13.3K	1.1%	14
2018 Q2	$2.12M	Buy	+76,611	New	+$2.23M	1.18%	13

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

BDF

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

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

CCA

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

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

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

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

RJA

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

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

Riverpoint Wealth Management Holdings's INTF Position: Q4 2021 in Review

Riverpoint Wealth Management Holdings sold out of iShares International Equity Factor ETF (INTF) in Q4 2021, closing a stake of 20,258 shares — an estimated $588K sold.

Riverpoint Wealth Management Holdings first reported a position in INTF in Q2 2018 and held it in 14 quarters. The position peaked at $2.7M in Q4 2019. 106 funds tracked by Wall St. Rank hold INTF as of Q4 2021.

Riverpoint Wealth Management Holdings reported no remaining iShares International Equity Factor ETF position as of Q4 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 20,258 iShares International Equity Factor ETF shares in Q4 2021, an estimated $588K.
Riverpoint Wealth Management Holdings first reported a position in iShares International Equity Factor ETF in Q2 2018 and held it in 14 quarters.
Riverpoint Wealth Management Holdings's iShares International Equity Factor ETF position peaked at $2.7M in Q4 2019.
106 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q4 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.