Creative Planning
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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
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 $1.72B AUM 48.78% 1-Year Est. Return
LPL Financial
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Creative Planning's ISCF Position: Q1 2026 in Review

Creative Planning increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 9.6% in Q1 2026, buying an estimated $35.5K and bringing the position to 9,333 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Creative Planning 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.

  • Creative Planning held 9,333 shares of iShares International Small Cap Equity Factor ETF worth $390K as of Q1 2026.
  • Creative Planning bought 816 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $35.5K.
  • iShares International Small Cap Equity Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3222 holding.
  • Creative Planning 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.