RIA
ISCF icon

Regal Investment Advisors’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Regal Investment 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
-11,690
Closed -$377K – 476
2024
Q4 		$377K Sell
11,690
-171
-1% -$5.74K 0.03% 369
2024
Q3 		$418K Sell
11,861
-1,400
-11% -$46.8K 0.03% 383
2024
Q2 		$427K Sell
13,261
-544
-4% -$17.8K 0.03% 379
2024
Q1 		$455K Sell
13,805
-5,726
-29% -$182K 0.03% 376
2023
Q4 		$628K Sell
19,531
-295
-1% -$8.81K 0.05% 287
2023
Q3 		$586K Sell
19,826
-257
-1% -$7.93K 0.05% 268
2023
Q2 		$620K Sell
20,083
-39
-0.2% -$1.21K 0.05% 265
2023
Q1 		$625K Sell
20,122
-1,400
-7% -$43.5K 0.06% 252
2022
Q4 		$646K Sell
21,522
-1,570
-7% -$45.3K 0.06% 235
2022
Q3 		$604K Sell
23,092
-1,665
-7% -$48.6K 0.06% 233
2022
Q2 		$713K Sell
24,757
-1,490
-6% -$47.4K 0.07% 231
2022
Q1 		$901K Sell
26,247
-1,341
-5% -$46.3K 0.08% 228
2021
Q4 		$1M Sell
27,588
-1,339
-5% -$49K 0.09% 244
2021
Q3 		$1.05M Buy
28,927
+7,713
+36% +$289K 0.1% 217
2021
Q2 		$779K Buy
+21,214
New +$780K 0.08% 257

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

Regal Investment Advisors's ISCF Position: Q1 2025 in Review

Regal Investment Advisors sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2025, closing a stake of 11,690 shares — an estimated $377K sold.

Regal Investment Advisors first reported a position in ISCF in Q2 2021 and held it in 15 quarters. The position peaked at $1.05M in Q3 2021. 101 funds tracked by Wall St. Rank hold ISCF as of Q1 2025.

  • Regal Investment Advisors reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 11,690 iShares International Small Cap Equity Factor ETF shares in Q1 2025, an estimated $377K.
  • Regal Investment Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2021 and held it in 15 quarters.
  • Regal Investment Advisors's iShares International Small Cap Equity Factor ETF position peaked at $1.05M in Q3 2021.
  • 101 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.