Capital Wealth Management’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Capital Wealth Management’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	-67,675	Closed	-$2.03M	–	53
2022 Q4	$2.03M	Buy	+67,675	New	+$1.95M	1.37%	22

Other funds holding ISCF

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Capital Wealth Management's ISCF Position: Q1 2023 in Review

Capital Wealth Management sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2023, closing a stake of 67,675 shares — an estimated $2.03M sold.

Capital Wealth Management first reported a position in ISCF in Q4 2022 and held it in 1 quarter. The position peaked at $2.03M in Q4 2022. 83 funds tracked by Wall St. Rank hold ISCF as of Q1 2023.

Capital Wealth Management reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
Capital Wealth Management sold 67,675 iShares International Small Cap Equity Factor ETF shares in Q1 2023, an estimated $2.03M.
Capital Wealth Management first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2022 and held it in 1 quarter.
Capital Wealth Management's iShares International Small Cap Equity Factor ETF position peaked at $2.03M in Q4 2022.
83 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2023.

Based on Capital Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.