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 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 $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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Phoenix Wealth Advisors's ISCF Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 8.4% in Q1 2026, selling an estimated $1.04M and leaving 262,181 shares worth $11M. The position accounts for 4.33% of the portfolio, ranked #3.

Phoenix Wealth Advisors first reported a position in ISCF in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.9M in Q4 2025. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Phoenix Wealth Advisors held 262,181 shares of iShares International Small Cap Equity Factor ETF worth $11M as of Q1 2026.
Phoenix Wealth Advisors sold 23,911 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $1.04M.
iShares International Small Cap Equity Factor ETF made up 4.33% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Phoenix Wealth Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2024 and has held it in 6 quarters since.
Phoenix Wealth Advisors's iShares International Small Cap Equity Factor ETF position peaked at $11.9M in Q4 2025.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.