Loring Wolcott & Coolidge Fiduciary Advisors’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020 Q2	–	Sell	-1,240	Closed	-$28K	–	614
2020 Q1	$28K	Buy	+1,240	New	+$35.3K	﹤0.01%	426

Other funds holding ISCF

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

SIAS

Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ISCF Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q2 2020, closing a stake of 1,240 shares — an estimated $28K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ISCF in Q1 2020 and held it in 1 quarter. The position peaked at $28K in Q1 2020. 34 funds tracked by Wall St. Rank hold ISCF as of Q2 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares International Small Cap Equity Factor ETF position as of Q2 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,240 iShares International Small Cap Equity Factor ETF shares in Q2 2020, an estimated $28K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2020 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares International Small Cap Equity Factor ETF position peaked at $28K in Q1 2020.
34 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.