Belpointe Asset Management’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Belpointe Asset Management’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	$387K	Buy	9,251 +162	+2%	+$7.04K	0.01%	776
2025 Q4	$377K	Sell	9,089 -235	-3%	-$9.61K	0.01%	745
2025 Q3	$383K	Buy	9,324 +286	+3%	+$11.4K	0.01%	714
2025 Q2	$350K	Sell	9,038 -360	-4%	-$13K	0.01%	708
2025 Q1	$317K	Buy	+9,398	New	+$314K	0.02%	707
2023 Q2	–	Sell	-12,871	Closed	-$400K	–	1946
2023 Q1	$400K	Buy	+12,871	New	+$400K	0.02%	638
2022 Q3	–	Sell	-6,185	Closed	-$178K	–	1208
2022 Q2	$178K	Buy	+6,185	New	+$197K	0.01%	871

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

Belpointe Asset Management's ISCF Position: Q1 2026 in Review

Belpointe Asset Management increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 1.8% in Q1 2026, buying an estimated $7.04K and bringing the position to 9,251 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #776.

Belpointe Asset Management first reported a position in ISCF in Q2 2022 and has held it in 7 quarters since. The position peaked at $400K in Q1 2023. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Belpointe Asset Management held 9,251 shares of iShares International Small Cap Equity Factor ETF worth $387K as of Q1 2026.
Belpointe Asset Management bought 162 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $7.04K.
iShares International Small Cap Equity Factor ETF made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #776 holding.
Belpointe Asset Management first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2022 and has held it in 7 quarters since.
Belpointe Asset Management's iShares International Small Cap Equity Factor ETF position peaked at $400K in Q1 2023.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.