Ruggie Capital Group’s iShares International Equity Factor ETF INTF Stock Holding History

Ruggie Capital 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
2019 Q4	–	Sell	-14,293	Closed	-$364K	–	68
2019 Q3	$364K	Buy	+14,293	New	+$364K	0.48%	52
2019 Q2	–	Sell	-15,453	Closed	-$407K	–	313
2019 Q1	$407K	Sell	15,453 -111,100	-88%	-$2.86M	0.48%	51
2018 Q4	$3M	Buy	126,553 +108,397	+597%	+$2.76M	1.34%	23
2018 Q3	$510K	Buy	18,156 +5,155	+40%	+$143K	0.34%	64
2018 Q2	$359K	Buy	+13,001	New	+$378K	0.18%	76

Other funds holding INTF

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

CCA

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

RJA

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

Ruggie Capital Group's INTF Position: Q4 2019 in Review

Ruggie Capital Group sold out of iShares International Equity Factor ETF (INTF) in Q4 2019, closing a stake of 14,293 shares — an estimated $364K sold.

Ruggie Capital Group first reported a position in INTF in Q2 2018 and held it in 5 quarters. The position peaked at $3M in Q4 2018. 117 funds tracked by Wall St. Rank hold INTF as of Q4 2019.

Ruggie Capital Group reported no remaining iShares International Equity Factor ETF position as of Q4 2019 after selling out during the quarter.
Ruggie Capital Group sold 14,293 iShares International Equity Factor ETF shares in Q4 2019, an estimated $364K.
Ruggie Capital Group first reported a position in iShares International Equity Factor ETF in Q2 2018 and held it in 5 quarters.
Ruggie Capital Group's iShares International Equity Factor ETF position peaked at $3M in Q4 2018.
117 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q4 2019.

Based on Ruggie Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.