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Adroit Compliance’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Adroit Compliance’s Portfolio ISCF Stock Details ISCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$3.15M Buy
+97,955
New +$2.93M 0.66% 20

Other funds holding ISCF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Adroit Compliance's ISCF Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares International Small Cap Equity Factor ETF (ISCF) in Q4 2023: 97,955 shares worth $3.15M. The stake represents 0.66% of the portfolio and ranks #20 among its holdings.

95 funds tracked by Wall St. Rank hold ISCF as of Q4 2023.

  • Adroit Compliance held 97,955 shares of iShares International Small Cap Equity Factor ETF worth $3.15M as of Q4 2023.
  • iShares International Small Cap Equity Factor ETF was a new Adroit Compliance position in Q4 2023.
  • iShares International Small Cap Equity Factor ETF made up 0.66% of Adroit Compliance's portfolio in Q4 2023, its #20 holding.
  • 95 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.