KSWA
ISCF icon

Kathleen S. Wright Associates’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Kathleen S. Wright Associates’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
Q3 		– Sell
-142
Closed -$4.58K – 296
2024
Q2 		$4.58K Hold
142
– – ﹤0.01% 206
2024
Q1 		$4.68K Hold
142
– – ﹤0.01% 202
2023
Q4 		$4.56K Hold
142
– – ﹤0.01% 175
2023
Q3 		$4.2K Hold
142
– – ﹤0.01% 170
2023
Q2 		$4.38K Hold
142
– – ﹤0.01% 153
2023
Q1 		$4.41K Hold
142
– – ﹤0.01% 149
2022
Q4 		$4K Hold
142
– – ﹤0.01% 183
2022
Q3 		$4K Hold
142
– – ﹤0.01% 167
2022
Q2 		$4K Buy
142
+21
+17% +$667 ﹤0.01% 137
2022
Q1 		$4K Hold
121
– – ﹤0.01% 136
2021
Q4 		$4K Buy
+121
New +$4.43K ﹤0.01% 131

Other funds holding ISCF

APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 6.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
AFA
AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

Kathleen S. Wright Associates's ISCF Position: Q3 2024 in Review

Kathleen S. Wright Associates sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q3 2024, closing a stake of 142 shares — an estimated $4.58K sold.

Kathleen S. Wright Associates first reported a position in ISCF in Q4 2021 and held it in 11 quarters. The position peaked at $4.68K in Q1 2024. 98 funds tracked by Wall St. Rank hold ISCF as of Q3 2024.

  • Kathleen S. Wright Associates reported no remaining iShares International Small Cap Equity Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 142 iShares International Small Cap Equity Factor ETF shares in Q3 2024, an estimated $4.58K.
  • Kathleen S. Wright Associates first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2021 and held it in 11 quarters.
  • Kathleen S. Wright Associates's iShares International Small Cap Equity Factor ETF position peaked at $4.68K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q3 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2024, filed 11 Oct 2024.