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WJ Wealth Management’s iShares International Equity Factor ETF INTF Stock Holding History

WJ Wealth Management’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
2023
Q2 		– Sell
-187,588
Closed -$4.97M – 65
2023
Q1 		$4.97M Buy
+187,588
New +$4.88M 3.36% 12

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WJ Wealth Management's INTF Position: Q2 2023 in Review

WJ Wealth Management sold out of iShares International Equity Factor ETF (INTF) in Q2 2023, closing a stake of 187,588 shares — an estimated $4.97M sold.

WJ Wealth Management first reported a position in INTF in Q1 2023 and held it in 1 quarter. The position peaked at $4.97M in Q1 2023. 121 funds tracked by Wall St. Rank hold INTF as of Q2 2023.

  • WJ Wealth Management reported no remaining iShares International Equity Factor ETF position as of Q2 2023 after selling out during the quarter.
  • WJ Wealth Management sold 187,588 iShares International Equity Factor ETF shares in Q2 2023, an estimated $4.97M.
  • WJ Wealth Management first reported a position in iShares International Equity Factor ETF in Q1 2023 and held it in 1 quarter.
  • WJ Wealth Management's iShares International Equity Factor ETF position peaked at $4.97M in Q1 2023.
  • 121 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q2 2023.

Based on WJ Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.