Montis Financial’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Montis Financial’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	$1.09M	Buy	26,102 +30	+0.1%	+$1.3K	0.23%	56
2025 Q4	$1.08M	Sell	26,072 -338	-1%	-$13.8K	0.21%	63
2025 Q3	$1.09M	Sell	26,410 -221	-0.8%	-$8.82K	0.25%	59
2025 Q2	$1.03M	Buy	26,631 +6,646	+33%	+$240K	0.29%	50
2025 Q1	$673K	Buy	19,985 +2,123	+12%	+$70.8K	0.2%	70
2024 Q4	$577K	Buy	17,862 +2,140	+14%	+$71.9K	0.18%	76
2024 Q3	$554K	Buy	+15,722	New	+$526K	0.2%	60

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

Montis Financial's ISCF Position: Q1 2026 in Review

Montis Financial increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 0.12% in Q1 2026, buying an estimated $1.3K and bringing the position to 26,102 shares worth $1.09M. The position accounts for 0.23% of the portfolio, ranked #56.

Montis Financial first reported a position in ISCF in Q3 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Montis Financial held 26,102 shares of iShares International Small Cap Equity Factor ETF worth $1.09M as of Q1 2026.
Montis Financial bought 30 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $1.3K.
iShares International Small Cap Equity Factor ETF made up 0.23% of Montis Financial's portfolio in Q1 2026, its #56 holding.
Montis Financial first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2024 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.