&Partners’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

&Partners’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	$1.34M	Sell	32,108 -10,090	-24%	-$439K	0.01%	1132
2025 Q4	$1.75M	Sell	42,198 -248	-0.6%	-$10.1K	0.01%	929
2025 Q3	$1.75M	Hold	42,446	–	–	0.01%	823
2025 Q2	$1.65M	Sell	42,446 -92	-0.2%	-$3.32K	0.01%	752
2025 Q1	$1.45M	Sell	42,538 -1,787	-4%	-$59.6K	0.02%	672
2024 Q4	$1.43M	Hold	44,325	–	–	0.02%	618
2024 Q3	$1.56M	Buy	+44,325	New	+$1.48M	0.03%	425

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

&Partners's ISCF Position: Q1 2026 in Review

&Partners reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 24% in Q1 2026, selling an estimated $439K and leaving 32,108 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1132.

&Partners first reported a position in ISCF in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.75M in Q4 2025. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

&Partners held 32,108 shares of iShares International Small Cap Equity Factor ETF worth $1.34M as of Q1 2026.
&Partners sold 10,090 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $439K.
iShares International Small Cap Equity Factor ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1132 holding.
&Partners first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2024 and has held it in 7 quarters since.
&Partners's iShares International Small Cap Equity Factor ETF position peaked at $1.75M in Q4 2025.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.