Financial Freedom LLC
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Financial Freedom LLC’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Financial Freedom LLC’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 		$3.49M Buy
80,592
+8,511
+12% +$376K 1.6% 20
2026
Q1 		$3.01M Buy
72,081
+33,408
+86% +$1.45M 1.5% 19
2025
Q4 		$1.6M Buy
38,673
+8,449
+28% +$345K 0.8% 32
2025
Q3 		$1.24M Sell
30,224
-253
-0.8% -$10.1K 0.62% 38
2025
Q2 		$1.18M Buy
30,477
+3,425
+13% +$124K 0.64% 36
2025
Q1 		$911K Buy
27,052
+5,983
+28% +$200K 0.52% 35
2024
Q4 		$680K Buy
21,069
+306
+1% +$10.3K 0.36% 50
2024
Q3 		$732K Hold
20,763
– – 0.39% 47
2024
Q2 		$669K Buy
20,763
+237
+1% +$7.77K 0.38% 49
2024
Q1 		$677K Hold
20,526
– – 0.4% 48
2023
Q4 		$660K Buy
20,526
+199
+1% +$5.94K 0.42% 47
2023
Q3 		$601K Sell
20,327
-1,211
-6% -$37.4K 0.43% 43
2023
Q2 		$664K Buy
21,538
+6,773
+46% +$211K 0.47% 40
2023
Q1 		$459K Buy
14,765
+12,608
+585% +$391K 0.33% 50
2022
Q4 		$64.7K Buy
+2,157
New +$62.2K 0.04% 134

Other funds holding ISCF

Main Street Research
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
Evolve Private Wealth
Evolve Private Wealth Los Angeles, California $1.64B AUM
Larson Financial Group
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
TRB Wealth Management
TRB Wealth Management Houston, Texas $751M AUM
Phoenix Wealth Advisors
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return
Causey Wealth LLC
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

Financial Freedom LLC's ISCF Position: Q2 2026 in Review

Financial Freedom LLC increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 12% in Q2 2026, buying an estimated $376K and bringing the position to 80,592 shares worth $3.49M. The position accounts for 1.6% of the portfolio, ranked #20.

Financial Freedom LLC first reported a position in ISCF in Q4 2022 and has held it in 15 quarters since. 146 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

  • Financial Freedom LLC held 80,592 shares of iShares International Small Cap Equity Factor ETF worth $3.49M as of Q2 2026.
  • Financial Freedom LLC bought 8,511 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $376K.
  • iShares International Small Cap Equity Factor ETF made up 1.6% of Financial Freedom LLC's portfolio in Q2 2026, its #20 holding.
  • Financial Freedom LLC first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.