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

Spire Wealth Management’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
2022 Q3	–	Sell	-3,561	Closed	-$84K	–	2385
2022 Q2	$84K	Buy	3,561 +80	+2%	+$2.06K	﹤0.01%	1093
2022 Q1	$96K	Buy	3,481 +20	+0.6%	+$557	﹤0.01%	1175
2021 Q4	$100K	Sell	3,461 -1,681	-33%	-$49.2K	﹤0.01%	1407
2021 Q3	$149K	Hold	5,142	–	–	﹤0.01%	1034
2021 Q2	$155K	Buy	5,142 +112	+2%	+$3.39K	﹤0.01%	1028
2021 Q1	$144K	Buy	+5,030	New	+$142K	﹤0.01%	1214

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

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

CCA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Spire Wealth Management's INTF Position: Q3 2022 in Review

Spire Wealth Management sold out of iShares International Equity Factor ETF (INTF) in Q3 2022, closing a stake of 3,561 shares — an estimated $84K sold.

Spire Wealth Management first reported a position in INTF in Q1 2021 and held it in 6 quarters. The position peaked at $155K in Q2 2021. 112 funds tracked by Wall St. Rank hold INTF as of Q3 2022.

Spire Wealth Management reported no remaining iShares International Equity Factor ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 3,561 iShares International Equity Factor ETF shares in Q3 2022, an estimated $84K.
Spire Wealth Management first reported a position in iShares International Equity Factor ETF in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's iShares International Equity Factor ETF position peaked at $155K in Q2 2021.
112 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.