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

Morris Financial Concepts’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	$107K	Sell	2,467 -216	-8%	-$9.55K	0.03%	147
2026 Q1	$112K	Sell	2,683 -176	-6%	-$7.65K	0.04%	145
2025 Q4	$119K	Buy	2,859 +479	+20%	+$19.6K	0.04%	143
2025 Q3	$97.9K	Sell	2,380 -106	-4%	-$4.23K	0.04%	147
2025 Q2	$96.4K	Sell	2,486 -245	-9%	-$8.84K	0.04%	145
2025 Q1	$92K	Sell	2,731 -19	-0.7%	-$634	0.04%	142
2024 Q4	$88.8K	Hold	2,750	–	–	0.04%	135
2024 Q3	$96.9K	Sell	2,750 -287	-9%	-$9.6K	0.04%	136
2024 Q2	$97.9K	Buy	3,037 +150	+5%	+$4.92K	0.05%	110
2024 Q1	$95.2K	Sell	2,887 -249	-8%	-$7.91K	0.05%	110
2023 Q4	$101K	Buy	3,136 +100	+3%	+$2.99K	0.06%	109
2023 Q3	$89.8K	Buy	3,036 +30	+1%	+$926	0.06%	96
2023 Q2	$92.7K	Hold	3,006	–	–	0.06%	95
2023 Q1	$93.4K	Sell	3,006 -128	-4%	-$3.97K	0.07%	94
2022 Q4	$94K	Buy	+3,134	New	+$90.4K	0.08%	85

Other funds holding ISCF

MSR

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

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 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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morris Financial Concepts's ISCF Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 8.1% in Q2 2026, selling an estimated $9.55K and leaving 2,467 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #147.

Morris Financial Concepts first reported a position in ISCF in Q4 2022 and has held it in 15 quarters since. The position peaked at $119K in Q4 2025. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

Morris Financial Concepts held 2,467 shares of iShares International Small Cap Equity Factor ETF worth $107K as of Q2 2026.
Morris Financial Concepts sold 216 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $9.55K.
iShares International Small Cap Equity Factor ETF made up 0.03% of Morris Financial Concepts's portfolio in Q2 2026, its #147 holding.
Morris Financial Concepts first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2022 and has held it in 15 quarters since.
Morris Financial Concepts's iShares International Small Cap Equity Factor ETF position peaked at $119K in Q4 2025.
145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.