Financial Strategies Group’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Financial Strategies 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	$9.81M	Buy	222,638 +9,088	+4%	+$395K	1.64%	20
2025 Q4	$9.04M	Buy	213,550 +3,950	+2%	+$161K	1.64%	20
2025 Q3	$8.5M	Buy	209,600 +1,418	+0.7%	+$56.6K	1.62%	20
2025 Q2	$8.12M	Buy	208,182 +5,228	+3%	+$189K	1.69%	18
2025 Q1	$6.84M	Buy	202,954 +1,027	+0.5%	+$34.3K	1.62%	19
2024 Q4	$6.37M	Buy	201,927 +1,426	+0.7%	+$47.9K	1.52%	21
2024 Q3	$6.94M	Buy	200,501 +2,241	+1%	+$75K	1.63%	20
2024 Q2	$6.46M	Buy	198,260 +623	+0.3%	+$20.4K	1.62%	18
2024 Q1	$6.54M	Buy	197,637 +1,249	+0.6%	+$39.7K	1.76%	16
2023 Q4	$6.15M	Buy	196,388 +3,329	+2%	+$99.4K	1.76%	12
2023 Q3	$5.58M	Buy	193,059 +4,619	+2%	+$143K	1.76%	12
2023 Q2	$5.81M	Buy	188,440 +24,209	+15%	+$753K	1.86%	13
2023 Q1	$5.1M	Buy	+164,231	New	+$5.1M	1.97%	13

Other funds holding ISCF

MSR

Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Financial Strategies Group increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 4.3% in Q1 2026, buying an estimated $395K and bringing the position to 222,638 shares worth $9.81M. The position accounts for 1.64% of the portfolio, ranked #20.

Financial Strategies Group first reported a position in ISCF in Q1 2023 and has held it in 13 quarters since. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Financial Strategies Group held 222,638 shares of iShares International Small Cap Equity Factor ETF worth $9.81M as of Q1 2026.
Financial Strategies Group bought 9,088 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $395K.
iShares International Small Cap Equity Factor ETF made up 1.64% of Financial Strategies Group's portfolio in Q1 2026, its #20 holding.
Financial Strategies Group first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2023 and has held it in 13 quarters since.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.