Rockefeller Capital Management
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Rockefeller Capital Management’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Rockefeller Capital Management’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 		$231K Sell
5,345
-1,825
-25% -$80.7K ﹤0.01% 2526
2026
Q1 		$300K Hold
7,170
– – ﹤0.01% 2262
2025
Q4 		$297K Buy
7,170
+136
+2% +$5.56K ﹤0.01% 2164
2025
Q3 		$289K Buy
+7,034
New +$281K ﹤0.01% 2035

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EPW
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LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TWM
TRB Wealth Management Houston, Texas $751M AUM
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $297M AUM 17.87% 1-Year Est. Return
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rockefeller Capital Management's ISCF Position: Q2 2026 in Review

Rockefeller Capital Management reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 25% in Q2 2026, selling an estimated $80.7K and leaving 5,345 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Rockefeller Capital Management first reported a position in ISCF in Q3 2025 and has held it in 4 quarters since. The position peaked at $300K in Q1 2026. 145 funds tracked by Wall St. Rank hold ISCF as of Q2 2026.

  • Rockefeller Capital Management held 5,345 shares of iShares International Small Cap Equity Factor ETF worth $231K as of Q2 2026.
  • Rockefeller Capital Management sold 1,825 iShares International Small Cap Equity Factor ETF shares in Q2 2026, an estimated $80.7K.
  • iShares International Small Cap Equity Factor ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2526 holding.
  • Rockefeller Capital Management first reported a position in iShares International Small Cap Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's iShares International Small Cap Equity Factor ETF position peaked at $300K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.