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Affiance Financial’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Affiance Financial’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
Q1 		– Sell
-95,467
Closed -$2.86M – 246
2022
Q4 		$2.86M Buy
+95,467
New +$2.75M 1.16% 17

Other funds holding ISCF

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
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 $374B AUM 17.66% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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 $1.73B AUM 17.28% 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

Affiance Financial's ISCF Position: Q1 2023 in Review

Affiance Financial sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2023, closing a stake of 95,467 shares — an estimated $2.86M sold.

Affiance Financial first reported a position in ISCF in Q4 2022 and held it in 1 quarter. The position peaked at $2.86M in Q4 2022. 83 funds tracked by Wall St. Rank hold ISCF as of Q1 2023.

  • Affiance Financial reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 95,467 iShares International Small Cap Equity Factor ETF shares in Q1 2023, an estimated $2.86M.
  • Affiance Financial first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's iShares International Small Cap Equity Factor ETF position peaked at $2.86M in Q4 2022.
  • 83 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.