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B. Riley Wealth Advisors’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-5,675
Closed -$200K – 1216
2024
Q3 		$200K Buy
+5,675
New +$190K 0.01% 1144
2024
Q2 		– Sell
-8,758
Closed -$259K – 1502
2024
Q1 		$259K Buy
+8,758
New +$278K 0.01% 1124
2023
Q4 		– Sell
-8,758
Closed -$259K – 1457
2023
Q3 		$259K Buy
+8,758
New +$270K 0.01% 1124

Other funds holding ISCF

APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
CWL
Causey Wealth LLC Greenwood Village, Colorado $236M AUM 14.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors's ISCF Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q4 2024, closing a stake of 5,675 shares — an estimated $200K sold.

B. Riley Wealth Advisors first reported a position in ISCF in Q3 2023 and held it in 3 quarters. The position peaked at $259K in Q1 2024. 104 funds tracked by Wall St. Rank hold ISCF as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining iShares International Small Cap Equity Factor ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,675 iShares International Small Cap Equity Factor ETF shares in Q4 2024, an estimated $200K.
  • B. Riley Wealth Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2023 and held it in 3 quarters.
  • B. Riley Wealth Advisors's iShares International Small Cap Equity Factor ETF position peaked at $259K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.