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Edge Financial Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Edge Financial Advisors’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$547K Buy
7,982
+43
+0.5% +$2.9K 0.23% 77
2025
Q3 		$529K Buy
+7,939
New +$516K 0.24% 78

Other funds holding ISCV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $193M AUM 20.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Edge Financial Advisors increased its iShares Morningstar Small-Cap Value ETF (ISCV) stake by 0.54% in Q4 2025, buying an estimated $2.9K and bringing the position to 7,982 shares worth $547K. The position accounts for 0.23% of the portfolio, ranked #77.

Edge Financial Advisors first reported a position in ISCV in Q3 2025 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold ISCV as of Q4 2025.

  • Edge Financial Advisors held 7,982 shares of iShares Morningstar Small-Cap Value ETF worth $547K as of Q4 2025.
  • Edge Financial Advisors bought 43 iShares Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $2.9K.
  • iShares Morningstar Small-Cap Value ETF made up 0.23% of Edge Financial Advisors's portfolio in Q4 2025, its #77 holding.
  • Edge Financial Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2025.

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