AE Wealth Management
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AE Wealth Management’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

AE Wealth Management’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
2026
Q2 		$3.9K Hold
90
– – ﹤0.01% 2499
2026
Q1 		$3.76K Hold
90
– – ﹤0.01% 2414
2025
Q4 		$3.73K Hold
90
– – ﹤0.01% 2274
2025
Q3 		$3.7K Hold
90
– – ﹤0.01% 2112
2025
Q2 		$3.49K Hold
90
– – ﹤0.01% 1996
2025
Q1 		$3.03K Hold
90
– – ﹤0.01% 1991
2024
Q4 		$2.9K Buy
+90
New +$3.02K ﹤0.01% 1970

Other funds holding ISCF

Main Street Research
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Evolve Private Wealth
Evolve Private Wealth Los Angeles, California $1.64B AUM
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TRB Wealth Management
TRB Wealth Management Houston, Texas $751M AUM
Phoenix Wealth Advisors
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return
Causey Wealth LLC
Causey Wealth LLC Greenwood Village, Colorado $256M AUM 17.94% 1-Year Est. Return
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AE Wealth Management's ISCF Position: Q2 2026 in Review

AE Wealth Management held its iShares International Small Cap Equity Factor ETF (ISCF) position steady in Q2 2026 at 90 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

AE Wealth Management first reported a position in ISCF in Q4 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

  • AE Wealth Management held 90 shares of iShares International Small Cap Equity Factor ETF worth $3.9K as of Q2 2026.
  • AE Wealth Management left its iShares International Small Cap Equity Factor ETF share count unchanged in Q2 2026.
  • iShares International Small Cap Equity Factor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2499 holding.
  • AE Wealth Management first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.