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Libra Wealth’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Libra Wealth’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
Q1 		– Sell
-9,076
Closed -$263M – 50
2022
Q4 		$263M Buy
+9,076
New +$262K 7.2% 4

Other funds holding ISCF

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CJFS
Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Libra Wealth's ISCF Position: Q1 2023 in Review

Libra Wealth sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2023, closing a stake of 9,076 shares — an estimated $263M sold.

Libra Wealth first reported a position in ISCF in Q4 2022 and held it in 1 quarter. The position peaked at $263M in Q4 2022. 83 funds tracked by Wall St. Rank hold ISCF as of Q1 2023.

  • Libra Wealth reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Libra Wealth sold 9,076 iShares International Small Cap Equity Factor ETF shares in Q1 2023, an estimated $263M.
  • Libra Wealth first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2022 and held it in 1 quarter.
  • Libra Wealth's iShares International Small Cap Equity Factor ETF position peaked at $263M in Q4 2022.
  • 83 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2023.

Based on Libra Wealth's 13F filing for Q1 2023, filed 2 May 2023.