Ethos Financial Group’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Ethos Financial Group’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	–	Sell	-7,533	Closed	-$315K	–	664
2026 Q1	$315K	Sell	7,533 -22,118	-75%	-$962K	0.02%	396
2025 Q4	$1.23M	Buy	29,651 +8,188	+38%	+$335K	0.09%	177
2025 Q3	$883K	Buy	+21,463	New	+$857K	0.07%	191

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

Ethos Financial Group's ISCF Position: Q2 2026 in Review

Ethos Financial Group sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q2 2026, closing a stake of 7,533 shares — an estimated $315K sold.

Ethos Financial Group first reported a position in ISCF in Q3 2025 and held it in 3 quarters. The position peaked at $1.23M in Q4 2025. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

Ethos Financial Group reported no remaining iShares International Small Cap Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
Ethos Financial Group sold 7,533 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $315K.
Ethos Financial Group first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2025 and held it in 3 quarters.
Ethos Financial Group's iShares International Small Cap Equity Factor ETF position peaked at $1.23M in Q4 2025.
145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.