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tru Independence’s iShares International Equity Factor ETF INTF Stock Holding History

tru Independence’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
Q1 		– Sell
-4,863
Closed -$132K – 493
2020
Q4 		$132K Buy
+4,863
New +$125K 0.24% 38
2020
Q3 		– Sell
-5,197
Closed -$119 – 589
2020
Q2 		$119 Buy
+5,197
New +$114K 0.02% 291

Other funds holding INTF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

tru Independence's INTF Position: Q1 2021 in Review

tru Independence sold out of iShares International Equity Factor ETF (INTF) in Q1 2021, closing a stake of 4,863 shares — an estimated $132K sold.

tru Independence first reported a position in INTF in Q2 2020 and held it in 2 quarters. The position peaked at $132K in Q4 2020. 107 funds tracked by Wall St. Rank hold INTF as of Q1 2021.

  • tru Independence reported no remaining iShares International Equity Factor ETF position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 4,863 iShares International Equity Factor ETF shares in Q1 2021, an estimated $132K.
  • tru Independence first reported a position in iShares International Equity Factor ETF in Q2 2020 and held it in 2 quarters.
  • tru Independence's iShares International Equity Factor ETF position peaked at $132K in Q4 2020.
  • 107 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.