Beaumont Financial Advisors’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Beaumont Financial 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 Q2	$258K	Sell	5,957 -131	-2%	-$5.79K	0.02%	331
2026 Q1	$254K	Hold	6,088	–	–	0.02%	322
2025 Q4	$253K	Buy	+6,088	New	+$249K	0.02%	323
2025 Q3	–	Sell	-6,714	Closed	-$260K	–	398
2025 Q2	$260K	Buy	6,714 +38	+0.6%	+$1.37K	0.02%	322
2025 Q1	$225K	Buy	+6,676	New	+$223K	0.02%	338

Other funds holding ISCF

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $751M AUM

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return

CWL

Causey Wealth LLC Greenwood Village, Colorado $256M AUM 17.94% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Beaumont Financial Advisors's ISCF Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 2.2% in Q2 2026, selling an estimated $5.79K and leaving 5,957 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #331.

Beaumont Financial Advisors first reported a position in ISCF in Q1 2025 and has held it in 5 quarters since. The position peaked at $260K in Q2 2025. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

Beaumont Financial Advisors held 5,957 shares of iShares International Small Cap Equity Factor ETF worth $258K as of Q2 2026.
Beaumont Financial Advisors sold 131 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $5.79K.
iShares International Small Cap Equity Factor ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #331 holding.
Beaumont Financial Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2025 and has held it in 5 quarters since.
Beaumont Financial Advisors's iShares International Small Cap Equity Factor ETF position peaked at $260K in Q2 2025.
145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.