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	–	1584
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

Other funds holding INTF

SFS

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Meridian Management Little Rock, Arkansas $446M AUM 21.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

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

Sowell Financial Services's INTF Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares International Equity Factor ETF (INTF) in Q2 2021, closing a stake of 564 shares — an estimated $17K sold.

Sowell Financial Services first reported a position in INTF in Q3 2019 and held it in 7 quarters. The position peaked at $17K in Q1 2021. 105 funds tracked by Wall St. Rank hold INTF as of Q2 2021.

Sowell Financial Services reported no remaining iShares International Equity Factor ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 564 iShares International Equity Factor ETF shares in Q2 2021, an estimated $17K.
Sowell Financial Services first reported a position in iShares International Equity Factor ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares International Equity Factor ETF position peaked at $17K in Q1 2021.
105 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.