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Bedel Financial Consulting’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Bedel Financial Consulting’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 		$5.25M Buy
121,298
+243
+0.2% +$10.7K 0.49% 28
2026
Q1 		$5.06M Buy
121,055
+95
+0.1% +$4.13K 0.57% 24
2025
Q4 		$5.02M Sell
120,960
-1,100
-0.9% -$45K 0.54% 25
2025
Q3 		$5.02M Sell
122,060
-1,118
-0.9% -$44.6K 0.64% 22
2025
Q2 		$4.78M Sell
123,178
-790
-0.6% -$28.5K 0.65% 21
2025
Q1 		$4.47M Buy
123,968
+2,816
+2% +$94K 0.64% 21
2024
Q4 		$4.05M Buy
121,152
+9,295
+8% +$312K 0.56% 22
2024
Q3 		$3.94M Buy
111,857
+5,673
+5% +$190K 0.56% 20
2024
Q2 		$3.42M Buy
106,184
+4,046
+4% +$133K 0.5% 21
2024
Q1 		$3.37M Buy
102,138
+1,556
+2% +$49.4K 0.53% 20
2023
Q4 		$3.23M Sell
100,582
-6,375
-6% -$190K 0.59% 20
2023
Q3 		$3.16M Buy
106,957
+2,972
+3% +$91.8K 0.64% 20
2023
Q2 		$3.21M Buy
103,985
+3,626
+4% +$113K 0.67% 20
2023
Q1 		$3.12M Buy
100,359
+4,248
+4% +$132K 0.76% 20
2022
Q4 		$2.88M Buy
96,111
+31,018
+48% +$895K 0.72% 20
2022
Q3 		$1.85M Buy
65,093
+17,151
+36% +$501K 0.49% 23
2022
Q2 		$1.38M Buy
47,942
+47,113
+5,683% +$1.5M 0.4% 30
2022
Q1 		$28K Hold
829
– – 0.01% 497
2021
Q4 		$30K Hold
829
– – 0.01% 491
2021
Q3 		$30K Buy
+829
New +$31.1K 0.01% 472

Other funds holding ISCF

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

Bedel Financial Consulting's ISCF Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 0.2% in Q2 2026, buying an estimated $10.7K and bringing the position to 121,298 shares worth $5.25M. The position accounts for 0.49% of the portfolio, ranked #28.

Bedel Financial Consulting first reported a position in ISCF in Q3 2021 and has held it in 20 quarters since. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

  • Bedel Financial Consulting held 121,298 shares of iShares International Small Cap Equity Factor ETF worth $5.25M as of Q2 2026.
  • Bedel Financial Consulting bought 243 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $10.7K.
  • iShares International Small Cap Equity Factor ETF made up 0.49% of Bedel Financial Consulting's portfolio in Q2 2026, its #28 holding.
  • Bedel Financial Consulting first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • 145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.