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Bridge Advisory’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Bridge Advisory’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
-7,495
Closed -$225K – 131
2022
Q4 		$225K Buy
+7,495
New +$216K 0.09% 120

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

Bridge Advisory's ISCF Position: Q1 2023 in Review

Bridge Advisory sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2023, closing a stake of 7,495 shares — an estimated $225K sold.

Bridge Advisory first reported a position in ISCF in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 83 funds tracked by Wall St. Rank hold ISCF as of Q1 2023.

  • Bridge Advisory reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Bridge Advisory sold 7,495 iShares International Small Cap Equity Factor ETF shares in Q1 2023, an estimated $225K.
  • Bridge Advisory first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2022 and held it in 1 quarter.
  • Bridge Advisory's iShares International Small Cap Equity Factor ETF position peaked at $225K in Q4 2022.
  • 83 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2023.

Based on Bridge Advisory's 13F filing for Q1 2023, filed 14 Apr 2023.