Creative Planning’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Creative Planning’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	$409K	Buy	9,440 +107	+1%	+$4.73K	﹤0.01%	3342
2026 Q1	$390K	Buy	9,333 +816	+10%	+$35.5K	﹤0.01%	3222
2025 Q4	$353K	Buy	8,517 +210	+3%	+$8.58K	﹤0.01%	3128
2025 Q3	$342K	Sell	8,307 -230	-3%	-$9.18K	﹤0.01%	3041
2025 Q2	$331K	Buy	+8,537	New	+$308K	﹤0.01%	2819

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

CWL

Causey Wealth LLC Greenwood Village, Colorado $256M AUM 17.94% 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

Creative Planning's ISCF Position: Q2 2026 in Review

Creative Planning increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 1.1% in Q2 2026, buying an estimated $4.73K and bringing the position to 9,440 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

Creative Planning first reported a position in ISCF in Q2 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

Creative Planning held 9,440 shares of iShares International Small Cap Equity Factor ETF worth $409K as of Q2 2026.
Creative Planning bought 107 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $4.73K.
iShares International Small Cap Equity Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3342 holding.
Creative Planning first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.