IIC
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Integrated Investment Consultants’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Integrated Investment Consultants’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
-32,106
Closed -$950K – 243
2023
Q3 		$950K Hold
32,106
– – 0.35% 43
2023
Q2 		$990K Hold
32,106
– – 0.31% 43
2023
Q1 		$998K Hold
32,106
– – 0.31% 43
2022
Q4 		$963K Hold
32,106
– – 0.33% 48
2022
Q3 		$840K Buy
+32,106
New +$937K 0.33% 44

Other funds holding ISCF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $94.2B AUM 21.24% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 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

Integrated Investment Consultants's ISCF Position: Q4 2023 in Review

Integrated Investment Consultants sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q4 2023, closing a stake of 32,106 shares — an estimated $950K sold.

Integrated Investment Consultants first reported a position in ISCF in Q3 2022 and held it in 5 quarters. The position peaked at $998K in Q1 2023. 95 funds tracked by Wall St. Rank hold ISCF as of Q4 2023.

  • Integrated Investment Consultants reported no remaining iShares International Small Cap Equity Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Integrated Investment Consultants sold 32,106 iShares International Small Cap Equity Factor ETF shares in Q4 2023, an estimated $950K.
  • Integrated Investment Consultants first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2022 and held it in 5 quarters.
  • Integrated Investment Consultants's iShares International Small Cap Equity Factor ETF position peaked at $998K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q4 2023.

Based on Integrated Investment Consultants's 13F filing for Q4 2023, filed 23 Jan 2024.