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 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 $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

Bell Investment Advisors's ISCF Position: Q1 2026 in Review

Bell Investment Advisors reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 2.5% in Q1 2026, selling an estimated $120K and leaving 108,835 shares worth $4.55M. The position accounts for 0.71% of the portfolio, ranked #28.

Bell Investment Advisors first reported a position in ISCF in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.88M in Q3 2025. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Bell Investment Advisors held 108,835 shares of iShares International Small Cap Equity Factor ETF worth $4.55M as of Q1 2026.
Bell Investment Advisors sold 2,759 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $120K.
iShares International Small Cap Equity Factor ETF made up 0.71% of Bell Investment Advisors's portfolio in Q1 2026, its #28 holding.
Bell Investment Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2024 and has held it in 9 quarters since.
Bell Investment Advisors's iShares International Small Cap Equity Factor ETF position peaked at $4.88M in Q3 2025.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.