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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
Q2 		$29.8M Buy
688,053
+40,508
+6% +$1.79M 1.82% 9
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 $2.12B AUM 67.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return

Evolve Private Wealth's ISCF Position: Q2 2026 in Review

Evolve Private Wealth increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 6.3% in Q2 2026, buying an estimated $1.79M and bringing the position to 688,053 shares worth $29.8M. The position accounts for 1.82% of the portfolio, ranked #9.

Evolve Private Wealth first reported a position in ISCF in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

  • Evolve Private Wealth held 688,053 shares of iShares International Small Cap Equity Factor ETF worth $29.8M as of Q2 2026.
  • Evolve Private Wealth bought 40,508 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $1.79M.
  • iShares International Small Cap Equity Factor ETF made up 1.82% of Evolve Private Wealth's portfolio in Q2 2026, its #9 holding.
  • Evolve Private Wealth first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.