Ethos Financial Group
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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
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

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Larson Financial Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TRB Wealth Management
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
Modern Wealth Management
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Janney Montgomery Scott
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. 146 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.
  • 146 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.