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

Parcion Private 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
2025
Q1 		– Sell
-31,961
Closed -$1.03M – 301
2024
Q4 		$1.03M Hold
31,961
– – 0.08% 124
2024
Q3 		$1.13M Sell
31,961
-1,852
-5% -$61.9K 0.09% 115
2024
Q2 		$1.09M Hold
33,813
– – 0.1% 107
2024
Q1 		$1.12M Hold
33,813
– – 0.1% 108
2023
Q4 		$1.09M Hold
33,813
– – 0.1% 104
2023
Q3 		$1M Hold
33,813
– – 0.1% 105
2023
Q2 		$1.04M Hold
33,813
– – 0.11% 103
2023
Q1 		$1.05M Hold
33,813
– – 0.11% 103
2022
Q4 		$1.01M Sell
33,813
-3,687
-10% -$106K 0.11% 110
2022
Q3 		$981K Buy
+37,500
New +$1.09M 0.11% 119

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

Parcion Private Wealth's ISCF Position: Q1 2025 in Review

Parcion Private Wealth sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2025, closing a stake of 31,961 shares — an estimated $1.03M sold.

Parcion Private Wealth first reported a position in ISCF in Q3 2022 and held it in 10 quarters. The position peaked at $1.13M in Q3 2024. 101 funds tracked by Wall St. Rank hold ISCF as of Q1 2025.

  • Parcion Private Wealth reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Parcion Private Wealth sold 31,961 iShares International Small Cap Equity Factor ETF shares in Q1 2025, an estimated $1.03M.
  • Parcion Private Wealth first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2022 and held it in 10 quarters.
  • Parcion Private Wealth's iShares International Small Cap Equity Factor ETF position peaked at $1.13M in Q3 2024.
  • 101 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2025.

Based on Parcion Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.