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Advanced Research Investment Solutions’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Advanced Research Investment Solutions’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
2022
Q4 		– Sell
-1,467
Closed -$38K – 88
2022
Q3 		$38K Hold
1,467
– – 0.02% 99
2022
Q2 		$42K Hold
1,467
– – 0.02% 48
2022
Q1 		$50K Hold
1,467
– – 0.02% 71
2021
Q4 		$53K Hold
1,467
– – 0.02% 89
2021
Q3 		$53.4K Buy
+1,467
New +$55K 0.03% 74

Other funds holding ISCF

LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Advanced Research Investment Solutions's ISCF Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q4 2022, closing a stake of 1,467 shares — an estimated $38K sold.

Advanced Research Investment Solutions first reported a position in ISCF in Q3 2021 and held it in 5 quarters. The position peaked at $53.4K in Q3 2021. 86 funds tracked by Wall St. Rank hold ISCF as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining iShares International Small Cap Equity Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 1,467 iShares International Small Cap Equity Factor ETF shares in Q4 2022, an estimated $38K.
  • Advanced Research Investment Solutions first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2021 and held it in 5 quarters.
  • Advanced Research Investment Solutions's iShares International Small Cap Equity Factor ETF position peaked at $53.4K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.