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Wealthquest’s iShares International Equity Factor ETF INTF Stock Holding History

Wealthquest’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
2019
Q3 		– Sell
-7,855
Closed -$206K – 133
2019
Q2 		$206K Hold
7,855
– – 0.08% 124
2019
Q1 		$206K Buy
+7,855
New +$202K 0.08% 126

Other funds holding INTF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AEPG
American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Wealthquest's INTF Position: Q3 2019 in Review

Wealthquest sold out of iShares International Equity Factor ETF (INTF) in Q3 2019, closing a stake of 7,855 shares — an estimated $206K sold.

Wealthquest first reported a position in INTF in Q1 2019 and held it in 2 quarters. The position peaked at $206K in Q2 2019. 103 funds tracked by Wall St. Rank hold INTF as of Q3 2019.

  • Wealthquest reported no remaining iShares International Equity Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Wealthquest sold 7,855 iShares International Equity Factor ETF shares in Q3 2019, an estimated $206K.
  • Wealthquest first reported a position in iShares International Equity Factor ETF in Q1 2019 and held it in 2 quarters.
  • Wealthquest's iShares International Equity Factor ETF position peaked at $206K in Q2 2019.
  • 103 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q3 2019.

Based on Wealthquest's 13F filing for Q3 2019, filed 18 Oct 2019.