Sowell Financial Services’s iShares International Equity Factor ETF INTF Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-564	Closed	-$17K	–	1585
2021 Q1	$17K	Hold	564	–	–	﹤0.01%	2115
2020 Q4	$15K	Hold	564	–	–	﹤0.01%	1857
2020 Q3	$14K	Hold	564	–	–	﹤0.01%	1696
2020 Q2	$13K	Hold	564	–	–	﹤0.01%	1597
2020 Q1	$11K	Buy	564 +133	+31%	+$3.27K	﹤0.01%	1580
2019 Q4	$12K	Sell	431 -25	-5%	-$659	﹤0.01%	1622
2019 Q3	$12K	Buy	+456	New	+$11.6K	﹤0.01%	1471

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Carson Wealth (CWM LLC)

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

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

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

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

Bank of America

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

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

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