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Householder Group Estate & Retirement Specialist’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q2 		– Sell
-177
Closed -$5.84K – 1271
2024
Q1 		$5.84K Buy
+177
New +$5.62K ﹤0.01% 914

Other funds holding ISCF

APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $374B AUM 17.66% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ISCF Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q2 2024, closing a stake of 177 shares — an estimated $5.84K sold.

Householder Group Estate & Retirement Specialist first reported a position in ISCF in Q1 2024 and held it in 1 quarter. The position peaked at $5.84K in Q1 2024. 97 funds tracked by Wall St. Rank hold ISCF as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares International Small Cap Equity Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 177 iShares International Small Cap Equity Factor ETF shares in Q2 2024, an estimated $5.84K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares International Small Cap Equity Factor ETF position peaked at $5.84K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.