Bell Investment Advisors’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Bell Investment 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	$4.52M	Sell	104,448 -4,387	-4%	-$194K	0.66%	27
2026 Q1	$4.55M	Sell	108,835 -2,759	-2%	-$120K	0.71%	28
2025 Q4	$4.63M	Sell	111,594 -6,978	-6%	-$285K	0.73%	27
2025 Q3	$4.88M	Buy	118,572 +2,679	+2%	+$107K	0.8%	26
2025 Q2	$4.49M	Buy	115,893 +21,746	+23%	+$784K	0.77%	26
2025 Q1	$3.17M	Sell	94,147 -219	-0.2%	-$7.31K	0.59%	30
2024 Q4	$3.05M	Buy	94,366 +1,707	+2%	+$57.3K	0.57%	30
2024 Q3	$3.27M	Buy	92,659 +5,667	+7%	+$190K	0.6%	30
2024 Q2	$2.8M	Buy	86,992 +21,284	+32%	+$698K	0.55%	29
2024 Q1	$2.17M	Buy	+65,708	New	+$2.09M	0.42%	32

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

Bell Investment Advisors's ISCF Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 4% in Q2 2026, selling an estimated $194K and leaving 104,448 shares worth $4.52M. The position accounts for 0.66% of the portfolio, ranked #27.

Bell Investment Advisors first reported a position in ISCF in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.88M in Q3 2025. 146 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

Bell Investment Advisors held 104,448 shares of iShares International Small Cap Equity Factor ETF worth $4.52M as of Q2 2026.
Bell Investment Advisors sold 4,387 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $194K.
iShares International Small Cap Equity Factor ETF made up 0.66% of Bell Investment Advisors's portfolio in Q2 2026, its #27 holding.
Bell Investment Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2024 and has held it in 10 quarters since.
Bell Investment Advisors's iShares International Small Cap Equity Factor ETF position peaked at $4.88M in Q3 2025.
146 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.