RG
ISCF icon

Retirement Group’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Retirement Group’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
2022
Q2 		– Sell
-725
Closed -$25K – 780
2022
Q1 		$25K Hold
725
– – 0.01% 301
2021
Q4 		$26K Buy
725
+300
+71% +$11K 0.01% 293
2021
Q3 		$15K Hold
425
– – 0.01% 343
2021
Q2 		$16K Buy
425
+225
+113% +$8.27K 0.01% 354
2021
Q1 		$7K Buy
+200
New +$6.89K ﹤0.01% 514

Other funds holding ISCF

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Retirement Group's ISCF Position: Q2 2022 in Review

Retirement Group sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q2 2022, closing a stake of 725 shares — an estimated $25K sold.

Retirement Group first reported a position in ISCF in Q1 2021 and held it in 5 quarters. The position peaked at $26K in Q4 2021. 64 funds tracked by Wall St. Rank hold ISCF as of Q2 2022.

  • Retirement Group reported no remaining iShares International Small Cap Equity Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Retirement Group sold 725 iShares International Small Cap Equity Factor ETF shares in Q2 2022, an estimated $25K.
  • Retirement Group first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2021 and held it in 5 quarters.
  • Retirement Group's iShares International Small Cap Equity Factor ETF position peaked at $26K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2022.

Based on Retirement Group's 13F filing for Q2 2022, filed 4 Aug 2022.