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HBC Financial Services’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

HBC Financial Services’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
Q4 		– Sell
-57
Closed -$1K – 181
2023
Q3 		$1K Hold
57
– – ﹤0.01% 159
2023
Q2 		$1K Buy
+57
New +$1.77K ﹤0.01% 153

Other funds holding ISCF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HBC Financial Services's ISCF Position: Q4 2023 in Review

HBC Financial Services sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q4 2023, closing a stake of 57 shares — an estimated $1K sold.

HBC Financial Services first reported a position in ISCF in Q2 2023 and held it in 2 quarters. The position peaked at $1K in Q3 2023. 95 funds tracked by Wall St. Rank hold ISCF as of Q4 2023.

  • HBC Financial Services reported no remaining iShares International Small Cap Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
  • HBC Financial Services sold 57 iShares International Small Cap Equity Factor ETF shares in Q4 2023, an estimated $1K.
  • HBC Financial Services first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2023 and held it in 2 quarters.
  • HBC Financial Services's iShares International Small Cap Equity Factor ETF position peaked at $1K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.