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

Ariadne 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 Q1	$397K	Sell	9,498 -60	-0.6%	-$2.61K	0.18%	124
2025 Q4	$430K	Sell	9,558 -237	-2%	-$9.69K	0.18%	125
2025 Q3	$397K	Hold	9,795	–	–	0.18%	116
2025 Q2	$393K	Sell	9,795 -2,545	-21%	-$91.8K	0.19%	114
2025 Q1	$446K	Sell	12,340 -1,930	-14%	-$64.4K	0.23%	95
2024 Q4	$476K	Buy	14,270 +1,404	+11%	+$47.1K	0.22%	90
2024 Q3	$439K	Sell	12,866 -1,260	-9%	-$42.1K	0.24%	80
2024 Q2	$455K	Buy	+14,126	New	+$463K	0.35%	65

Other funds holding ISCF

MSR

Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $704M AUM

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ariadne Wealth Management's ISCF Position: Q1 2026 in Review

Ariadne Wealth Management reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 0.63% in Q1 2026, selling an estimated $2.61K and leaving 9,498 shares worth $397K. The position accounts for 0.18% of the portfolio, ranked #124.

Ariadne Wealth Management first reported a position in ISCF in Q2 2024 and has held it in 8 quarters since. The position peaked at $476K in Q4 2024. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Ariadne Wealth Management held 9,498 shares of iShares International Small Cap Equity Factor ETF worth $397K as of Q1 2026.
Ariadne Wealth Management sold 60 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $2.61K.
iShares International Small Cap Equity Factor ETF made up 0.18% of Ariadne Wealth Management's portfolio in Q1 2026, its #124 holding.
Ariadne Wealth Management first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's iShares International Small Cap Equity Factor ETF position peaked at $476K in Q4 2024.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.