Betterment LLC
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Betterment LLC’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Betterment LLC’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
Q2 		– Sell
-7,928
Closed -$261K – 400
2024
Q1 		$261K Buy
7,928
+1,659
+26% +$52.7K ﹤0.01% 326
2023
Q4 		$201K Buy
+6,269
New +$187K ﹤0.01% 313

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Charles Schwab
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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
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC's ISCF Position: Q2 2024 in Review

Betterment LLC sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q2 2024, closing a stake of 7,928 shares — an estimated $261K sold.

Betterment LLC first reported a position in ISCF in Q4 2023 and held it in 2 quarters. The position peaked at $261K in Q1 2024. 97 funds tracked by Wall St. Rank hold ISCF as of Q2 2024.

  • Betterment LLC reported no remaining iShares International Small Cap Equity Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Betterment LLC sold 7,928 iShares International Small Cap Equity Factor ETF shares in Q2 2024, an estimated $261K.
  • Betterment LLC first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2023 and held it in 2 quarters.
  • Betterment LLC's iShares International Small Cap Equity Factor ETF position peaked at $261K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2024.

Based on Betterment LLC's 13F filing for Q2 2024, filed 14 Aug 2024.