Intelligence Driven Advisers’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Intelligence Driven Advisers’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	-5,725	Closed	-$202K	–	113
2024 Q3	$202K	Sell	5,725 -24,359	-81%	-$815K	0.03%	108
2024 Q2	$970K	Sell	30,084 -23,510	-44%	-$771K	0.14%	45
2024 Q1	$1.77M	Sell	53,594 -566,935	-91%	-$18M	0.26%	28
2023 Q4	$19.5M	Sell	620,529 -173,622	-22%	-$5.19M	3.15%	10
2023 Q3	$22.6M	Buy	794,151 +32,263	+4%	+$996K	4.01%	10
2023 Q2	$23M	Buy	761,888 +170,117	+29%	+$5.29M	4.03%	8
2023 Q1	$18.2M	Buy	591,771 +11,821	+2%	+$367K	3.28%	8
2022 Q4	$17.6M	Buy	+579,950	New	+$16.7M	3.24%	8

Other funds holding ISCF

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

CWL

Causey Wealth LLC Greenwood Village, Colorado $256M AUM 17.94% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intelligence Driven Advisers's ISCF Position: Q4 2024 in Review

Intelligence Driven Advisers sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q4 2024, closing a stake of 5,725 shares — an estimated $202K sold.

Intelligence Driven Advisers first reported a position in ISCF in Q4 2022 and held it in 8 quarters. The position peaked at $23M in Q2 2023. 104 funds tracked by Wall St. Rank hold ISCF as of Q4 2024.

Intelligence Driven Advisers reported no remaining iShares International Small Cap Equity Factor ETF position as of Q4 2024 after selling out during the quarter.
Intelligence Driven Advisers sold 5,725 iShares International Small Cap Equity Factor ETF shares in Q4 2024, an estimated $202K.
Intelligence Driven Advisers first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2022 and held it in 8 quarters.
Intelligence Driven Advisers's iShares International Small Cap Equity Factor ETF position peaked at $23M in Q2 2023.
104 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q4 2024.

Based on Intelligence Driven Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.