Summit X LLC’s iShares International Equity Factor ETF INTF Stock Holding History

Summit X LLC’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
2020 Q4	–	Sell	-30,060	Closed	-$2.67K	–	332
2020 Q3	$2.67K	Buy	30,060 +234	+0.8%	+$5.7K	0.04%	167
2020 Q2	$684K	Sell	29,826 -54,871	-65%	-$1.21M	0.25%	94
2020 Q1	$1.72M	Buy	84,697 +26,343	+45%	+$647K	0.8%	37
2019 Q4	$1.58M	Buy	58,354 +4,758	+9%	+$125K	0.59%	47
2019 Q3	$1.37M	Buy	53,596 +6,478	+14%	+$165K	0.55%	49
2019 Q2	$1.24M	Buy	47,118 +12,549	+36%	+$329K	0.5%	53
2019 Q1	$913K	Buy	34,569 +24,408	+240%	+$628K	0.39%	66
2018 Q4	$242K	Buy	+10,161	New	+$258K	0.14%	181

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $1.24B AUM 15.23% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit X LLC's INTF Position: Q4 2020 in Review

Summit X LLC sold out of iShares International Equity Factor ETF (INTF) in Q4 2020, closing a stake of 30,060 shares — an estimated $2.67K sold.

Summit X LLC first reported a position in INTF in Q4 2018 and held it in 8 quarters. The position peaked at $1.72M in Q1 2020. 105 funds tracked by Wall St. Rank hold INTF as of Q4 2020.

Summit X LLC reported no remaining iShares International Equity Factor ETF position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 30,060 iShares International Equity Factor ETF shares in Q4 2020, an estimated $2.67K.
Summit X LLC first reported a position in iShares International Equity Factor ETF in Q4 2018 and held it in 8 quarters.
Summit X LLC's iShares International Equity Factor ETF position peaked at $1.72M in Q1 2020.
105 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.