Beacon Pointe Advisors’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Beacon Pointe 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
2026 Q1	$6.21M	Buy	148,548 +39,885	+37%	+$1.73M	0.03%	425
2025 Q4	$4.51M	Sell	108,663 -3,786	-3%	-$155K	0.03%	415
2025 Q3	$4.62M	Sell	112,449 -37,061	-25%	-$1.48M	0.04%	367
2025 Q2	$5.8M	Sell	149,510 -35,841	-19%	-$1.29M	0.06%	276
2025 Q1	$6.24M	Sell	185,351 -14,077	-7%	-$470K	0.07%	254
2024 Q4	$6.44M	Sell	199,428 -23,391	-10%	-$785K	0.07%	226
2024 Q3	$7.85M	Sell	222,819 -61,461	-22%	-$2.06M	0.09%	196
2024 Q2	$9.16M	Sell	284,280 -11,492	-4%	-$377K	0.11%	170
2024 Q1	$9.75M	Sell	295,772 -29,764	-9%	-$946K	0.11%	181
2023 Q4	$10.5M	Sell	325,536 -16,293	-5%	-$487K	0.13%	163
2023 Q3	$10.1M	Sell	341,829 -8,366	-2%	-$258K	0.13%	162
2023 Q2	$10.8M	Sell	350,195 -22,214	-6%	-$691K	0.18%	118
2023 Q1	$11.6M	Buy	372,409 +10,403	+3%	+$323K	0.2%	113
2022 Q4	$10.9M	Buy	362,006 +35,456	+11%	+$1.02M	0.21%	112
2022 Q3	$8.54M	Sell	326,550 -40,388	-11%	-$1.18M	0.19%	122
2022 Q2	$10.6M	Buy	366,938 +2,259	+0.6%	+$71.8K	0.22%	104
2022 Q1	$12.5M	Buy	+364,679	New	+$12.6M	0.17%	132

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

Beacon Pointe Advisors's ISCF Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 37% in Q1 2026, buying an estimated $1.73M and bringing the position to 148,548 shares worth $6.21M. The position accounts for 0.03% of the portfolio, ranked #425.

Beacon Pointe Advisors first reported a position in ISCF in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.5M in Q1 2022. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Beacon Pointe Advisors held 148,548 shares of iShares International Small Cap Equity Factor ETF worth $6.21M as of Q1 2026.
Beacon Pointe Advisors bought 39,885 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $1.73M.
iShares International Small Cap Equity Factor ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #425 holding.
Beacon Pointe Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2022 and has held it in 17 quarters since.
Beacon Pointe Advisors's iShares International Small Cap Equity Factor ETF position peaked at $12.5M in Q1 2022.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.