Comprehensive Money Management Services’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Comprehensive Money Management Services’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	$269K	Buy	6,428 +270	+4%	+$11.7K	0.18%	168
2025 Q4	$255K	Buy	6,158 +670	+12%	+$27.4K	0.18%	164
2025 Q3	$226K	Buy	5,488 +300	+6%	+$12K	0.16%	173
2025 Q2	$201K	Buy	+5,188	New	+$187K	0.15%	176

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

Comprehensive Money Management Services's ISCF Position: Q1 2026 in Review

Comprehensive Money Management Services increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 4.4% in Q1 2026, buying an estimated $11.7K and bringing the position to 6,428 shares worth $269K. The position accounts for 0.18% of the portfolio, ranked #168.

Comprehensive Money Management Services first reported a position in ISCF in Q2 2025 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Comprehensive Money Management Services held 6,428 shares of iShares International Small Cap Equity Factor ETF worth $269K as of Q1 2026.
Comprehensive Money Management Services bought 270 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $11.7K.
iShares International Small Cap Equity Factor ETF made up 0.18% of Comprehensive Money Management Services's portfolio in Q1 2026, its #168 holding.
Comprehensive Money Management Services first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2025 and has held it in 4 quarters since.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.