Edge Financial Advisors’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Edge Financial Advisors’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
2025 Q4	$1.6M	Buy	38,631 +194	+0.5%	+$7.93K	0.67%	32
2025 Q3	$1.58M	Hold	38,437	–	–	0.71%	28
2025 Q2	$1.49M	Buy	38,437 +769	+2%	+$27.7K	0.79%	28
2025 Q1	$1.27M	Hold	37,668	–	–	0.8%	26
2024 Q4	$1.22M	Buy	37,668 +941	+3%	+$31.6K	1.09%	32
2024 Q3	$1.29M	Hold	36,727	–	–	1.15%	32
2024 Q2	$1.18M	Buy	36,727 +641	+2%	+$21K	1.23%	32
2024 Q1	$1.19M	Buy	+36,086	New	+$1.15M	1.05%	21

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

CWL

Causey Wealth LLC Greenwood Village, Colorado $236M AUM 14.5% 1-Year Est. Return

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Edge Financial Advisors's ISCF Position: Q4 2025 in Review

Edge Financial Advisors increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 0.5% in Q4 2025, buying an estimated $7.93K and bringing the position to 38,631 shares worth $1.6M. The position accounts for 0.67% of the portfolio, ranked #32.

Edge Financial Advisors first reported a position in ISCF in Q1 2024 and has held it in 8 quarters since. 130 funds tracked by Wall St. Rank hold ISCF as of Q4 2025.

Edge Financial Advisors held 38,631 shares of iShares International Small Cap Equity Factor ETF worth $1.6M as of Q4 2025.
Edge Financial Advisors bought 194 iShares International Small Cap Equity Factor ETF shares in Q4 2025, an estimated $7.93K.
iShares International Small Cap Equity Factor ETF made up 0.67% of Edge Financial Advisors's portfolio in Q4 2025, its #32 holding.
Edge Financial Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2024 and has held it in 8 quarters since.
130 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.