Number of Shares
2.73 Mil
Current Holdings Value*
$84.27 Mil
% of Portfolio
16.26%
Total Estimate Gain
$23.73 Mil
% of Total Estimate Gain
33.39%

Tolleson Wealth Management, Inc.'s iShares International Equity Factor ETF Holding Summary

As of 2025-03-31, Tolleson Wealth Management, Inc. held 2.73 Mil shares of iShares International Equity Factor ETF(INTF), totaling $84.27 Mil. This investment constitutes 16.26% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 4.48% of the outstanding iShares International Equity Factor ETF(INTF) stock.

The initial trade took place in 2022Q4. And since then Tolleson Wealth Management, Inc. has made 9 purchases of INTF, at an average price of $25.52, for a total of 2.79 Mil shares. In addition, there have been 1 sales at an average price of $29.67 for 52,870.00 shares. Based on historical transaction data and INTF's current price of $34.13, Tolleson Wealth Management, Inc.'s estimated gain on his INTF holdings is $23.73 Mil, reflecting a 33.39% gain to date.

Tolleson Wealth Management, Inc. INTF ($34.13) Holding Chart

Tolleson Wealth Management, Inc. INTF ($34.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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