CFO4Life Group
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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

Waddell & Associates
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Coulter & Justus Financial Services
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Beaird Harris Wealth Management
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.