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

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

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

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

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