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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

WWWM

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 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. 22 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.
22 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.