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Moller Wealth Partners’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Moller Wealth Partners’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 		$251K Sell
5,805
-6,101
-51% -$270K 0.05% 69
2026
Q1 		$498K Sell
11,906
-3,328
-22% -$145K 0.1% 44
2025
Q4 		$632K Sell
15,234
-366
-2% -$15K 0.13% 40
2025
Q3 		$642K Buy
+15,600
New +$623K 0.13% 42

Other funds holding ISCF

MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
LPL Financial
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Moller Wealth Partners's ISCF Position: Q2 2026 in Review

Moller Wealth Partners reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 51% in Q2 2026, selling an estimated $270K and leaving 5,805 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #69.

Moller Wealth Partners first reported a position in ISCF in Q3 2025 and has held it in 4 quarters since. The position peaked at $642K in Q3 2025. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

  • Moller Wealth Partners held 5,805 shares of iShares International Small Cap Equity Factor ETF worth $251K as of Q2 2026.
  • Moller Wealth Partners sold 6,101 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $270K.
  • iShares International Small Cap Equity Factor ETF made up 0.05% of Moller Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Moller Wealth Partners first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Moller Wealth Partners's iShares International Small Cap Equity Factor ETF position peaked at $642K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.