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Evolve Private Wealth’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Evolve Private Wealth’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 		$27.1M Buy
647,545
+31,034
+5% +$1.35M 1.45% 10
2025
Q4 		$25.6M Buy
+616,511
New +$25.2M 1.52% 10

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

Evolve Private Wealth's ISCF Position: Q1 2026 in Review

Evolve Private Wealth increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 5% in Q1 2026, buying an estimated $1.35M and bringing the position to 647,545 shares worth $27.1M. The position accounts for 1.45% of the portfolio, ranked #10.

Evolve Private Wealth first reported a position in ISCF in Q4 2025 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

  • Evolve Private Wealth held 647,545 shares of iShares International Small Cap Equity Factor ETF worth $27.1M as of Q1 2026.
  • Evolve Private Wealth bought 31,034 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $1.35M.
  • iShares International Small Cap Equity Factor ETF made up 1.45% of Evolve Private Wealth's portfolio in Q1 2026, its #10 holding.
  • Evolve Private Wealth first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.