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 Q3	$2.32M	Buy	52,018 +672	+1%	+$30.2K	0.2%	64
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

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

KWB Wealth's ISCF Position: Q3 2026 in Review

KWB Wealth increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 1.3% in Q3 2026, buying an estimated $30.2K and bringing the position to 52,018 shares worth $2.32M. The position accounts for 0.2% of the portfolio, ranked #64.

KWB Wealth first reported a position in ISCF in Q2 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold ISCF as of Q3 2026.

KWB Wealth held 52,018 shares of iShares International Small Cap Equity Factor ETF worth $2.32M as of Q3 2026.
KWB Wealth bought 672 iShares International Small Cap Equity Factor ETF shares in Q3 2026, an estimated $30.2K.
iShares International Small Cap Equity Factor ETF made up 0.2% of KWB Wealth's portfolio in Q3 2026, its #64 holding.
KWB Wealth first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2025 and has held it in 6 quarters since.
24 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.