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
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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

McKinley Carter Wealth Services's ISCF Position: Q2 2025 in Review

McKinley Carter Wealth Services sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q2 2025, closing a stake of 6,994 shares — an estimated $236K sold.

McKinley Carter Wealth Services first reported a position in ISCF in Q1 2023 and held it in 9 quarters. The position peaked at $12.4M in Q2 2024. 115 funds tracked by Wall St. Rank hold ISCF as of Q2 2025.

McKinley Carter Wealth Services reported no remaining iShares International Small Cap Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
McKinley Carter Wealth Services sold 6,994 iShares International Small Cap Equity Factor ETF shares in Q2 2025, an estimated $236K.
McKinley Carter Wealth Services first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2023 and held it in 9 quarters.
McKinley Carter Wealth Services's iShares International Small Cap Equity Factor ETF position peaked at $12.4M in Q2 2024.
115 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2025, filed 24 Jul 2025.