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Financial Advocates Investment Management’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Financial Advocates Investment 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
2024
Q4 		– Sell
-12,502
Closed -$441K – 784
2024
Q3 		$441K Sell
12,502
-110
-0.9% -$3.68K 0.02% 494
2024
Q2 		$406K Sell
12,612
-106
-0.8% -$3.48K 0.03% 488
2024
Q1 		$419K Sell
12,718
-423
-3% -$13.4K 0.02% 494
2023
Q4 		$422K Buy
+13,141
New +$392K 0.03% 464

Other funds holding ISCF

APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
CWL
Causey Wealth LLC Greenwood Village, Colorado $256M AUM 17.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's ISCF Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q4 2024, closing a stake of 12,502 shares — an estimated $441K sold.

Financial Advocates Investment Management first reported a position in ISCF in Q4 2023 and held it in 4 quarters. The position peaked at $441K in Q3 2024. 104 funds tracked by Wall St. Rank hold ISCF as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining iShares International Small Cap Equity Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,502 iShares International Small Cap Equity Factor ETF shares in Q4 2024, an estimated $441K.
  • Financial Advocates Investment Management first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2023 and held it in 4 quarters.
  • Financial Advocates Investment Management's iShares International Small Cap Equity Factor ETF position peaked at $441K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.