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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
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 $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

Ethos Financial Group's ISCF Position: Q1 2026 in Review

Ethos Financial Group reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 75% in Q1 2026, selling an estimated $962K and leaving 7,533 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #396.

Ethos Financial Group first reported a position in ISCF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

  • Ethos Financial Group held 7,533 shares of iShares International Small Cap Equity Factor ETF worth $315K as of Q1 2026.
  • Ethos Financial Group sold 22,118 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $962K.
  • iShares International Small Cap Equity Factor ETF made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #396 holding.
  • Ethos Financial Group first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Ethos Financial Group's iShares International Small Cap Equity Factor ETF position peaked at $1.23M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.