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

KWB 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 		$2.22M Buy
51,346
+17,197
+50% +$760K 0.19% 63
2026
Q1 		$1.42M Sell
34,149
-182
-0.5% -$7.92K 0.14% 66
2025
Q4 		$1.42M Buy
34,331
+11,364
+49% +$464K 0.13% 66
2025
Q3 		$890K Buy
22,967
+1,095
+5% +$43.7K 0.1% 76
2025
Q2 		$737K Buy
+21,872
New +$789K 0.09% 84

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
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
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

KWB Wealth's ISCF Position: Q2 2026 in Review

KWB Wealth increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 50% in Q2 2026, buying an estimated $760K and bringing the position to 51,346 shares worth $2.22M. The position accounts for 0.19% of the portfolio, ranked #63.

KWB Wealth first reported a position in ISCF in Q2 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

  • KWB Wealth held 51,346 shares of iShares International Small Cap Equity Factor ETF worth $2.22M as of Q2 2026.
  • KWB Wealth bought 17,197 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $760K.
  • iShares International Small Cap Equity Factor ETF made up 0.19% of KWB Wealth's portfolio in Q2 2026, its #63 holding.
  • KWB Wealth first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.