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CFO4Life Group’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

CFO4Life Group’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
-69,665
Closed -$2.09M – 179
2022
Q4 		$2.09M Buy
+69,665
New +$2.01M 0.44% 46

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

CFO4Life Group's ISCF Position: Q1 2023 in Review

CFO4Life Group sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2023, closing a stake of 69,665 shares — an estimated $2.09M sold.

CFO4Life Group first reported a position in ISCF in Q4 2022 and held it in 1 quarter. The position peaked at $2.09M in Q4 2022. 83 funds tracked by Wall St. Rank hold ISCF as of Q1 2023.

  • CFO4Life Group reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • CFO4Life Group sold 69,665 iShares International Small Cap Equity Factor ETF shares in Q1 2023, an estimated $2.09M.
  • CFO4Life Group first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2022 and held it in 1 quarter.
  • CFO4Life Group's iShares International Small Cap Equity Factor ETF position peaked at $2.09M in Q4 2022.
  • 83 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2023.

Based on CFO4Life Group's 13F filing for Q1 2023, filed 3 May 2023.