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

Phoenix Wealth 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 Q2	$12M	Buy	278,022 +15,841	+6%	+$701K	4.06%	4
2026 Q1	$11M	Sell	262,181 -23,911	-8%	-$1.04M	4.33%	3
2025 Q4	$11.9M	Buy	286,092 +7,285	+3%	+$298K	4.56%	3
2025 Q3	$11.5M	Buy	278,807 +10,064	+4%	+$402K	4.41%	3
2025 Q2	$10.4M	Buy	268,743 +9,630	+4%	+$347K	4.36%	3
2025 Q1	$8.73M	Buy	259,113 +10,029	+4%	+$335K	3.8%	3
2024 Q4	$8.04M	Buy	+249,084	New	+$8.36M	3.49%	5

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

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

FSG

Financial Strategies Group Okemos, Michigan $628M AUM 15.05% 1-Year Est. Return

Phoenix Wealth Advisors's ISCF Position: Q2 2026 in Review

Phoenix Wealth Advisors increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 6% in Q2 2026, buying an estimated $701K and bringing the position to 278,022 shares worth $12M. The position accounts for 4.06% of the portfolio, ranked #4.

Phoenix Wealth Advisors first reported a position in ISCF in Q4 2024 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

Phoenix Wealth Advisors held 278,022 shares of iShares International Small Cap Equity Factor ETF worth $12M as of Q2 2026.
Phoenix Wealth Advisors bought 15,841 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $701K.
iShares International Small Cap Equity Factor ETF made up 4.06% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Phoenix Wealth Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.