McKinley Carter Wealth Services’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

McKinley Carter Wealth Services’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	$212K	Hold	4,753	–	–	0.01%	311
2026 Q2	$206K	Buy	+4,753	New	+$210K	0.01%	317
2025 Q2	–	Sell	-6,994	Closed	-$236K	–	313
2025 Q1	$236K	Sell	6,994 -5,275	-43%	-$176K	0.01%	278
2024 Q4	$396K	Sell	12,269 -17,084	-58%	-$574K	0.02%	225
2024 Q3	$1.03M	Sell	29,353 -356,783	-92%	-$11.9M	0.06%	159
2024 Q2	$12.4M	Buy	386,136 +24,572	+7%	+$805K	0.79%	30
2024 Q1	$11.9M	Buy	361,564 +29,156	+9%	+$926K	0.8%	28
2023 Q4	$10.7M	Buy	332,408 +32,412	+11%	+$968K	0.78%	31
2023 Q3	$8.87M	Buy	299,996 +25,259	+9%	+$780K	0.71%	29
2023 Q2	$8.48M	Buy	274,737 +57,424	+26%	+$1.79M	0.64%	32
2023 Q1	$6.75M	Buy	+217,313	New	+$6.75M	0.53%	42

Other funds holding ISCF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Phoenix Wealth Advisors Chapel Hill, North Carolina $326M AUM 13.52% 1-Year Est. Return

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

SouthState Corp Winter Haven, Florida $2.48B AUM 19.33% 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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

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

McKinley Carter Wealth Services's ISCF Position: Q3 2026 in Review

McKinley Carter Wealth Services held its iShares International Small Cap Equity Factor ETF (ISCF) position steady in Q3 2026 at 4,753 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #311.

McKinley Carter Wealth Services first reported a position in ISCF in Q1 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q2 2024. 82 funds tracked by Wall St. Rank hold ISCF as of Q3 2026.

McKinley Carter Wealth Services held 4,753 shares of iShares International Small Cap Equity Factor ETF worth $212K as of Q3 2026.
McKinley Carter Wealth Services left its iShares International Small Cap Equity Factor ETF share count unchanged in Q3 2026.
iShares International Small Cap Equity Factor ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #311 holding.
McKinley Carter Wealth Services first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2023 and has held it in 11 quarters since.
McKinley Carter Wealth Services's iShares International Small Cap Equity Factor ETF position peaked at $12.4M in Q2 2024.
82 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q3 2026.

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