Modera Wealth Management’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Modera Wealth Management’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 Q1	$1.45M	Hold	34,684	–	–	0.02%	292
2025 Q4	$1.44M	Hold	34,684	–	–	0.02%	295
2025 Q3	$1.43M	Hold	34,684	–	–	0.02%	295
2025 Q2	$1.34M	Hold	34,684	–	–	0.02%	294
2025 Q1	$1.17M	Hold	34,684	–	–	0.02%	304
2024 Q4	$1.12M	Hold	34,684	–	–	0.01%	312
2024 Q3	$1.22M	Sell	34,684 -6,100	-15%	-$204K	0.02%	279
2024 Q2	$1.31M	Sell	40,784 -1,541	-4%	-$50.5K	0.02%	263
2024 Q1	$1.4M	Hold	42,325	–	–	0.02%	262
2023 Q4	$1.36M	Hold	42,325	–	–	0.02%	259
2023 Q3	$1.25M	Hold	42,325	–	–	0.02%	260
2023 Q2	$1.31M	Buy	+42,325	New	+$1.32M	0.02%	265

Other funds holding ISCF

MSR

Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return

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

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

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

LFG

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

TWM

TRB Wealth Management Houston, Texas $704M AUM

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

Modera Wealth Management's ISCF Position: Q1 2026 in Review

Modera Wealth Management held its iShares International Small Cap Equity Factor ETF (ISCF) position steady in Q1 2026 at 34,684 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #292.

Modera Wealth Management first reported a position in ISCF in Q2 2023 and has held it in 12 quarters since. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Modera Wealth Management held 34,684 shares of iShares International Small Cap Equity Factor ETF worth $1.45M as of Q1 2026.
Modera Wealth Management left its iShares International Small Cap Equity Factor ETF share count unchanged in Q1 2026.
iShares International Small Cap Equity Factor ETF made up 0.02% of Modera Wealth Management's portfolio in Q1 2026, its #292 holding.
Modera Wealth Management first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2023 and has held it in 12 quarters since.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.