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Wade Financial Advisory’s iShares International Equity Factor ETF INTF Stock Holding History

Wade Financial Advisory’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
2025
Q1 		$9.83M Buy
318,745
+27,490
+9% +$836K 3.37% 9
2024
Q4 		$8.36M Buy
291,255
+29,338
+11% +$879K 2.83% 9
2024
Q3 		$8.23M Buy
261,917
+12,522
+5% +$378K 2.77% 9
2024
Q2 		$7.29M Sell
249,395
-5,267
-2% -$156K 2.62% 9
2024
Q1 		$7.6M Sell
254,662
-8,491
-3% -$243K 2.77% 9
2023
Q4 		$7.38M Sell
263,153
-2,759
-1% -$72.7K 2.79% 11
2023
Q3 		$6.87M Sell
265,912
-15,362
-5% -$410K 2.94% 10
2023
Q2 		$7.54M Sell
281,274
-11,962
-4% -$321K 2.99% 11
2023
Q1 		$7.77M Sell
293,236
-16,732
-5% -$436K 3.26% 8
2022
Q4 		$7.63M Buy
309,968
+1,823
+0.6% +$42.7K 3.45% 8
2022
Q3 		$6.45M Buy
308,145
+59,864
+24% +$1.4M 3.23% 7
2022
Q2 		$5.84M Sell
248,281
-68,010
-22% -$1.75M 2.77% 10
2022
Q1 		$8.75M Buy
316,291
+73,097
+30% +$2.04M 3.75% 7
2021
Q4 		$7.01M Buy
243,194
+4,716
+2% +$138K 3.64% 7
2021
Q3 		$6.92M Sell
238,478
-871
-0.4% -$26.3K 3.9% 7
2021
Q2 		$7.19M Buy
239,349
+23,897
+11% +$724K 3.94% 7
2021
Q1 		$6.19M Buy
215,452
+5,320
+3% +$150K 3.91% 7
2020
Q4 		$5.71M Buy
210,132
+127,371
+154% +$3.27M 3.83% 7
2020
Q3 		$2.01M Buy
82,761
+9,318
+13% +$227K 1.58% 20
2020
Q2 		$1.68M Buy
+73,443
New +$1.62M 1.45% 24
2020
Q1 		– Sell
-17,541
Closed -$474K – 64
2019
Q4 		$474K Buy
+17,541
New +$463K 0.42% 38

Other funds holding INTF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wade Financial Advisory's INTF Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares International Equity Factor ETF (INTF) stake by 9.4% in Q1 2025, buying an estimated $836K and bringing the position to 318,745 shares worth $9.83M. The position accounts for 3.37% of the portfolio, ranked #9.

Wade Financial Advisory first reported a position in INTF in Q4 2019 and has held it in 21 quarters since. 157 funds tracked by Wall St. Rank hold INTF as of Q1 2025.

  • Wade Financial Advisory held 318,745 shares of iShares International Equity Factor ETF worth $9.83M as of Q1 2025.
  • Wade Financial Advisory bought 27,490 iShares International Equity Factor ETF shares in Q1 2025, an estimated $836K.
  • iShares International Equity Factor ETF made up 3.37% of Wade Financial Advisory's portfolio in Q1 2025, its #9 holding.
  • Wade Financial Advisory first reported a position in iShares International Equity Factor ETF in Q4 2019 and has held it in 21 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.