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

Capital Analysts 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
2025
Q1 		– Sell
-721
Closed -$23K – 1408
2024
Q4 		$23K Buy
+721
New +$24.2K ﹤0.01% 909

Other funds holding ISCF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWL
Causey Wealth LLC Greenwood Village, Colorado $236M AUM 14.5% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

Capital Analysts LLC's ISCF Position: Q1 2025 in Review

Capital Analysts LLC sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2025, closing a stake of 721 shares — an estimated $23K sold.

Capital Analysts LLC first reported a position in ISCF in Q4 2024 and held it in 1 quarter. The position peaked at $23K in Q4 2024. 101 funds tracked by Wall St. Rank hold ISCF as of Q1 2025.

  • Capital Analysts LLC reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 721 iShares International Small Cap Equity Factor ETF shares in Q1 2025, an estimated $23K.
  • Capital Analysts LLC first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2024 and held it in 1 quarter.
  • Capital Analysts LLC's iShares International Small Cap Equity Factor ETF position peaked at $23K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.