NewEdge Advisors’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

NewEdge Advisors’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	$217K	Sell	5,190 -122	-2%	-$5.3K	﹤0.01%	2556
2025 Q4	$220K	Buy	5,312 +53	+1%	+$2.17K	﹤0.01%	2526
2025 Q3	$216K	Buy	+5,259	New	+$210K	﹤0.01%	2372
2023 Q4	–	Sell	-4,505	Closed	-$133K	–	3818
2023 Q3	$133K	Buy	+4,505	New	+$139K	﹤0.01%	1744

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

NewEdge Advisors's ISCF Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 2.3% in Q1 2026, selling an estimated $5.3K and leaving 5,190 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

NewEdge Advisors first reported a position in ISCF in Q3 2023 and has held it in 4 quarters since. The position peaked at $220K in Q4 2025. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

NewEdge Advisors held 5,190 shares of iShares International Small Cap Equity Factor ETF worth $217K as of Q1 2026.
NewEdge Advisors sold 122 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $5.3K.
iShares International Small Cap Equity Factor ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2556 holding.
NewEdge Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2023 and has held it in 4 quarters since.
NewEdge Advisors's iShares International Small Cap Equity Factor ETF position peaked at $220K in Q4 2025.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.