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International Assets Investment Management’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History

International Assets Investment Management’s Portfolio PSC Stock Details PSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,941
Closed -$690 – 1614
2024
Q3 		$690 Buy
13,941
+13,912
+47,972% +$696K ﹤0.01% 1260
2024
Q2 		$1.4K Buy
+29
New +$1.39K ﹤0.01% 2056

Other funds holding PSC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

International Assets Investment Management's PSC Position: Q4 2024 in Review

International Assets Investment Management sold out of Principal Exchange-Traded Funds Principal US Small-Cap ETF (PSC) in Q4 2024, closing a stake of 13,941 shares — an estimated $690 sold.

International Assets Investment Management first reported a position in PSC in Q2 2024 and held it in 2 quarters. The position peaked at $1.4K in Q2 2024. 40 funds tracked by Wall St. Rank hold PSC as of Q4 2024.

  • International Assets Investment Management reported no remaining Principal Exchange-Traded Funds Principal US Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 13,941 Principal Exchange-Traded Funds Principal US Small-Cap ETF shares in Q4 2024, an estimated $690.
  • International Assets Investment Management first reported a position in Principal Exchange-Traded Funds Principal US Small-Cap ETF in Q2 2024 and held it in 2 quarters.
  • International Assets Investment Management's Principal Exchange-Traded Funds Principal US Small-Cap ETF position peaked at $1.4K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal US Small-Cap ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.