Carson Wealth (CWM LLC)’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Carson Wealth (CWM LLC)’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	$13K	Hold	312	–	–	﹤0.01%	4673
2025 Q4	$13K	Hold	312	–	–	﹤0.01%	4417
2025 Q3	$13K	Hold	312	–	–	﹤0.01%	4353
2025 Q2	$12K	Buy	312 +12	+4%	+$433	﹤0.01%	4207
2025 Q1	$10K	Hold	300	–	–	﹤0.01%	4106
2024 Q4	$10K	Hold	300	–	–	﹤0.01%	3865
2024 Q3	$11K	Hold	300	–	–	﹤0.01%	3738
2024 Q2	$10K	Hold	300	–	–	﹤0.01%	3545
2024 Q1	$10K	Hold	300	–	–	﹤0.01%	3336
2023 Q4	$10K	Hold	300	–	–	﹤0.01%	3182
2023 Q3	$9K	Hold	300	–	–	﹤0.01%	3192
2023 Q2	$9K	Hold	300	–	–	﹤0.01%	3137
2023 Q1	$9K	Buy	+300	New	+$9.31K	﹤0.01%	3014

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

TWM

TRB Wealth Management Houston, Texas $751M AUM

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

CWL

Causey Wealth LLC Greenwood Village, Colorado $256M AUM 17.94% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s ISCF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares International Small Cap Equity Factor ETF (ISCF) position steady in Q1 2026 at 312 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4673.

Carson Wealth (CWM LLC) first reported a position in ISCF in Q1 2023 and has held it in 13 quarters since. 140 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Carson Wealth (CWM LLC) held 312 shares of iShares International Small Cap Equity Factor ETF worth $13K as of Q1 2026.
Carson Wealth (CWM LLC) left its iShares International Small Cap Equity Factor ETF share count unchanged in Q1 2026.
iShares International Small Cap Equity Factor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4673 holding.
Carson Wealth (CWM LLC) first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2023 and has held it in 13 quarters since.
140 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.