Causey Wealth LLC’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Causey Wealth 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 Q2	$11.9M	Buy	274,582 +722	+0.3%	+$31.9K	4.65%	5
2026 Q1	$11.4M	Sell	273,860 -5,027	-2%	-$219K	4.86%	4
2025 Q4	$11.6M	Buy	278,887 +6,288	+2%	+$257K	5.25%	3
2025 Q3	$11.2M	Sell	272,599 -20	-0%	-$799	5.47%	3
2025 Q2	$10.6M	Sell	272,619 -11,213	-4%	-$404K	5.43%	4
2025 Q1	$9.56M	Buy	283,832 +220	+0.1%	+$7.34K	5.35%	5
2024 Q4	$9.15M	Buy	+283,612	New	+$9.52M	5.33%	4

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

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

FSG

Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return

Causey Wealth LLC's ISCF Position: Q2 2026 in Review

Causey Wealth LLC increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 0.26% in Q2 2026, buying an estimated $31.9K and bringing the position to 274,582 shares worth $11.9M. The position accounts for 4.65% of the portfolio, ranked #5.

Causey Wealth LLC first reported a position in ISCF in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

Causey Wealth LLC held 274,582 shares of iShares International Small Cap Equity Factor ETF worth $11.9M as of Q2 2026.
Causey Wealth LLC bought 722 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $31.9K.
iShares International Small Cap Equity Factor ETF made up 4.65% of Causey Wealth LLC's portfolio in Q2 2026, its #5 holding.
Causey Wealth LLC first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.