SYM Financial Corp’s iShares International Equity Factor ETF INTF Stock Holding History

SYM Financial Corp’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 Q2	–	Sell	-11,032	Closed	-$224K	–	67
2020 Q1	$224K	Sell	11,032 -1,886	-15%	-$46.3K	0.23%	28
2019 Q4	$349K	Buy	12,918 +1,886	+17%	+$49.7K	0.23%	21
2019 Q3	$281K	Hold	11,032	–	–	0.19%	22
2019 Q2	$290K	Sell	11,032 -90	-0.8%	-$2.36K	0.19%	23
2019 Q1	$293K	Sell	11,122 -7,964	-42%	-$205K	0.19%	23
2018 Q4	$453K	Buy	19,086 +10,087	+112%	+$256K	0.18%	20
2018 Q3	$253K	Hold	8,999	–	–	0.14%	35
2018 Q2	$249K	Sell	8,999 -4,050	-31%	-$118K	0.15%	23
2018 Q1	$377K	Buy	+13,049	New	+$385K	0.23%	14

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SYM Financial Corp's INTF Position: Q2 2020 in Review

SYM Financial Corp sold out of iShares International Equity Factor ETF (INTF) in Q2 2020, closing a stake of 11,032 shares — an estimated $224K sold.

SYM Financial Corp first reported a position in INTF in Q1 2018 and held it in 9 quarters. The position peaked at $453K in Q4 2018. 101 funds tracked by Wall St. Rank hold INTF as of Q2 2020.

SYM Financial Corp reported no remaining iShares International Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
SYM Financial Corp sold 11,032 iShares International Equity Factor ETF shares in Q2 2020, an estimated $224K.
SYM Financial Corp first reported a position in iShares International Equity Factor ETF in Q1 2018 and held it in 9 quarters.
SYM Financial Corp's iShares International Equity Factor ETF position peaked at $453K in Q4 2018.
101 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2020.

Based on SYM Financial Corp's 13F filing for Q2 2020, filed 27 Jul 2020.