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 Q2	$1.5M	Hold	34,684	–	–	0.02%	299
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

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

Evolve Private Wealth Los Angeles, California $1.64B AUM

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

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

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

Modera Wealth Management's ISCF Position: Q2 2026 in Review

Modera Wealth Management held its iShares International Small Cap Equity Factor ETF (ISCF) position steady in Q2 2026 at 34,684 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #299.

Modera Wealth Management first reported a position in ISCF in Q2 2023 and has held it in 13 quarters since. 146 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

Modera Wealth Management held 34,684 shares of iShares International Small Cap Equity Factor ETF worth $1.5M as of Q2 2026.
Modera Wealth Management left its iShares International Small Cap Equity Factor ETF share count unchanged in Q2 2026.
iShares International Small Cap Equity Factor ETF made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #299 holding.
Modera Wealth Management first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2023 and has held it in 13 quarters since.
146 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.