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

LifeGoal Wealth Advisors’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
2025
Q1 		– Sell
-6,958
Closed -$225K – 65
2024
Q4 		$225K Buy
+6,958
New +$234K 0.24% 54

Other funds holding ISCF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWL
Causey Wealth LLC Greenwood Village, Colorado $236M AUM 14.5% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $421M AUM 14.16% 1-Year Est. Return

LifeGoal Wealth Advisors's ISCF Position: Q1 2025 in Review

LifeGoal Wealth Advisors sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2025, closing a stake of 6,958 shares — an estimated $225K sold.

LifeGoal Wealth Advisors first reported a position in ISCF in Q4 2024 and held it in 1 quarter. The position peaked at $225K in Q4 2024. 101 funds tracked by Wall St. Rank hold ISCF as of Q1 2025.

  • LifeGoal Wealth Advisors reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 6,958 iShares International Small Cap Equity Factor ETF shares in Q1 2025, an estimated $225K.
  • LifeGoal Wealth Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2024 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's iShares International Small Cap Equity Factor ETF position peaked at $225K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.