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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
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 $1.72B AUM 48.78% 1-Year Est. Return
LPL Financial
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Beaumont Financial Advisors's ISCF Position: Q1 2026 in Review

Beaumont Financial Advisors held its iShares International Small Cap Equity Factor ETF (ISCF) position steady in Q1 2026 at 6,088 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #322.

Beaumont Financial Advisors first reported a position in ISCF in Q1 2025 and has held it in 4 quarters since. The position peaked at $260K in Q2 2025. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

  • Beaumont Financial Advisors held 6,088 shares of iShares International Small Cap Equity Factor ETF worth $254K as of Q1 2026.
  • Beaumont Financial Advisors left its iShares International Small Cap Equity Factor ETF share count unchanged in Q1 2026.
  • iShares International Small Cap Equity Factor ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q1 2026, its #322 holding.
  • Beaumont Financial Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2025 and has held it in 4 quarters since.
  • Beaumont Financial Advisors's iShares International Small Cap Equity Factor ETF position peaked at $260K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.