MFC
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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
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 $1.72B AUM 48.78% 1-Year Est. Return
LPL Financial
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return