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 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

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

McKinley Carter Wealth Services's ISCF Position: Q2 2026 in Review

McKinley Carter Wealth Services opened a new position in iShares International Small Cap Equity Factor ETF (ISCF) in Q2 2026: 4,753 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings. This is a return to the name: McKinley Carter Wealth Services previously reported a position in ISCF as recently as Q1 2025.

McKinley Carter Wealth Services first reported a position in ISCF in Q1 2023 and has held it in 10 quarters since. The position peaked at $12.4M in Q2 2024. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

McKinley Carter Wealth Services held 4,753 shares of iShares International Small Cap Equity Factor ETF worth $206K as of Q2 2026.
iShares International Small Cap Equity Factor ETF was a new McKinley Carter Wealth Services position in Q2 2026.
iShares International Small Cap Equity Factor ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #317 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 10 quarters since.
McKinley Carter Wealth Services's iShares International Small Cap Equity Factor ETF position peaked at $12.4M in Q2 2024.
145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.