Insight Advisors’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Insight Advisors’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
2025 Q1	–	Sell	-7,716	Closed	-$248K	–	295
2024 Q4	$248K	Sell	7,716 -957	-11%	-$32.1K	0.04%	258
2024 Q3	$306K	Sell	8,673 -1,439	-14%	-$48.1K	0.05%	225
2024 Q2	$326K	Sell	10,112 -2,706	-21%	-$88.7K	0.06%	216
2024 Q1	$423K	Sell	12,818 -2,668	-17%	-$84.8K	0.08%	180
2023 Q4	$498K	Buy	15,486 +4,814	+45%	+$144K	0.11%	142
2023 Q3	$316K	Sell	10,672 -797	-7%	-$24.6K	0.07%	197
2023 Q2	$354K	Sell	11,469 -11,919	-51%	-$371K	0.08%	189
2023 Q1	$727K	Sell	23,388 -7,020	-23%	-$218K	0.17%	102
2022 Q4	$910K	Buy	+30,408	New	+$877K	0.32%	78

Other funds holding ISCF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWL

Causey Wealth LLC Greenwood Village, Colorado $236M AUM 14.5% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

AFA

AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

Insight Advisors's ISCF Position: Q1 2025 in Review

Insight Advisors sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2025, closing a stake of 7,716 shares — an estimated $248K sold.

Insight Advisors first reported a position in ISCF in Q4 2022 and held it in 9 quarters. The position peaked at $910K in Q4 2022. 101 funds tracked by Wall St. Rank hold ISCF as of Q1 2025.

Insight Advisors reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
Insight Advisors sold 7,716 iShares International Small Cap Equity Factor ETF shares in Q1 2025, an estimated $248K.
Insight Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2022 and held it in 9 quarters.
Insight Advisors's iShares International Small Cap Equity Factor ETF position peaked at $910K in Q4 2022.
101 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.