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 Q3	$1.07M	Sell	23,886 -123	-0.5%	-$5.52K	0.22%	59
2026 Q2	$1.04M	Sell	24,009 -2,093	-8%	-$92.6K	0.21%	62
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Evolve Private Wealth Los Angeles, California $2.11B AUM 26.82% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Causey Wealth LLC Greenwood Village, Colorado $264M AUM 11% 1-Year Est. Return

Phoenix Wealth Advisors Chapel Hill, North Carolina $326M AUM 13.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Financial Strategies Group Okemos, Michigan $654M AUM 8.4% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

Montis Financial's ISCF Position: Q3 2026 in Review

Montis Financial reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 0.51% in Q3 2026, selling an estimated $5.52K and leaving 23,886 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #59.

Montis Financial first reported a position in ISCF in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q1 2026. 119 funds tracked by Wall St. Rank hold ISCF as of Q3 2026.

Montis Financial held 23,886 shares of iShares International Small Cap Equity Factor ETF worth $1.07M as of Q3 2026.
Montis Financial sold 123 iShares International Small Cap Equity Factor ETF shares in Q3 2026, an estimated $5.52K.
iShares International Small Cap Equity Factor ETF made up 0.22% of Montis Financial's portfolio in Q3 2026, its #59 holding.
Montis Financial first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2024 and has held it in 9 quarters since.
Montis Financial's iShares International Small Cap Equity Factor ETF position peaked at $1.09M in Q1 2026.
119 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q3 2026.

Based on Montis Financial's 13F filing for Q3 2026, filed 4 Nov 2026.