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Sequent Planning’s iShares International Equity Factor ETF INTF Stock Holding History

Sequent Planning’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
2024
Q3 		– Sell
-26,136
Closed -$768K – 154
2024
Q2 		$768K Sell
26,136
-2,280
-8% -$67.6K 0.26% 65
2024
Q1 		$848K Buy
+28,416
New +$812K 0.31% 59

Other funds holding INTF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sequent Planning's INTF Position: Q3 2024 in Review

Sequent Planning sold out of iShares International Equity Factor ETF (INTF) in Q3 2024, closing a stake of 26,136 shares — an estimated $768K sold.

Sequent Planning first reported a position in INTF in Q1 2024 and held it in 2 quarters. The position peaked at $848K in Q1 2024. 142 funds tracked by Wall St. Rank hold INTF as of Q3 2024.

  • Sequent Planning reported no remaining iShares International Equity Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Sequent Planning sold 26,136 iShares International Equity Factor ETF shares in Q3 2024, an estimated $768K.
  • Sequent Planning first reported a position in iShares International Equity Factor ETF in Q1 2024 and held it in 2 quarters.
  • Sequent Planning's iShares International Equity Factor ETF position peaked at $848K in Q1 2024.
  • 142 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2024.

Based on Sequent Planning's 13F filing for Q3 2024, filed 14 Nov 2024.