Atria Wealth Solutions’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Atria Wealth 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
2023 Q2	–	Sell	-54,605	Closed	-$1.7M	–	1931
2023 Q1	$1.7M	Sell	54,605 -423	-0.8%	-$13.1K	0.03%	595
2022 Q4	$1.65M	Buy	55,028 +9,068	+20%	+$262K	0.03%	582
2022 Q3	$1.2M	Buy	45,960 +9,555	+26%	+$279K	0.02%	653
2022 Q2	$1.05M	Buy	+36,405	New	+$1.16M	0.02%	673

Other funds holding ISCF

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $21.5B AUM 23.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Atria Wealth Solutions's ISCF Position: Q2 2023 in Review

Atria Wealth Solutions sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q2 2023, closing a stake of 54,605 shares — an estimated $1.7M sold.

Atria Wealth Solutions first reported a position in ISCF in Q2 2022 and held it in 4 quarters. The position peaked at $1.7M in Q1 2023. 86 funds tracked by Wall St. Rank hold ISCF as of Q2 2023.

Atria Wealth Solutions reported no remaining iShares International Small Cap Equity Factor ETF position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 54,605 iShares International Small Cap Equity Factor ETF shares in Q2 2023, an estimated $1.7M.
Atria Wealth Solutions first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2022 and held it in 4 quarters.
Atria Wealth Solutions's iShares International Small Cap Equity Factor ETF position peaked at $1.7M in Q1 2023.
86 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.