BSW Wealth Partners’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

BSW Wealth Partners’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
2025 Q2	–	Sell	-14,729	Closed	-$496K	–	325
2025 Q1	$496K	Sell	14,729 -4,402	-23%	-$147K	0.08%	154
2024 Q4	$618K	Hold	19,131	–	–	0.09%	132
2024 Q3	$674K	Sell	19,131 -118	-0.6%	-$3.95K	0.1%	120
2024 Q2	$620K	Sell	19,249 -11,144	-37%	-$365K	0.1%	112
2024 Q1	$1M	Sell	30,393 -16,717	-35%	-$531K	0.17%	78
2023 Q4	$1.51M	Sell	47,110 -5,923	-11%	-$177K	0.3%	43
2023 Q3	$1.57M	Sell	53,033 -217	-0.4%	-$6.7K	0.35%	40
2023 Q2	$1.64M	Sell	53,250 -1,795	-3%	-$55.8K	0.34%	40
2023 Q1	$1.71M	Sell	55,045 -182	-0.3%	-$5.65K	0.35%	40
2022 Q4	$1.66M	Buy	+55,227	New	+$1.59M	0.36%	43

Other funds holding ISCF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

BSW Wealth Partners's ISCF Position: Q2 2025 in Review

BSW Wealth Partners sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q2 2025, closing a stake of 14,729 shares — an estimated $496K sold.

BSW Wealth Partners first reported a position in ISCF in Q4 2022 and held it in 10 quarters. The position peaked at $1.71M in Q1 2023. 115 funds tracked by Wall St. Rank hold ISCF as of Q2 2025.

BSW Wealth Partners reported no remaining iShares International Small Cap Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
BSW Wealth Partners sold 14,729 iShares International Small Cap Equity Factor ETF shares in Q2 2025, an estimated $496K.
BSW Wealth Partners first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2022 and held it in 10 quarters.
BSW Wealth Partners's iShares International Small Cap Equity Factor ETF position peaked at $1.71M in Q1 2023.
115 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2025.

Based on BSW Wealth Partners's 13F filing for Q2 2025, filed 18 Jul 2025.