SAG
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SageView Advisory Group’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

SageView Advisory Group’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
2025
Q4 		$30.9K Buy
+746
New +$30.5K ﹤0.01% 1272

Other funds holding ISCF

MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
LPL Financial
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
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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
PWA
Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return
CWL
Causey Wealth LLC Greenwood Village, Colorado $236M AUM 14.5% 1-Year Est. Return
FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SageView Advisory Group's ISCF Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares International Small Cap Equity Factor ETF (ISCF) in Q4 2025: 746 shares worth $30.9K. The stake represents ﹤0.01% of the portfolio and ranks #1272 among its holdings.

130 funds tracked by Wall St. Rank hold ISCF as of Q4 2025.

  • SageView Advisory Group held 746 shares of iShares International Small Cap Equity Factor ETF worth $30.9K as of Q4 2025.
  • iShares International Small Cap Equity Factor ETF was a new SageView Advisory Group position in Q4 2025.
  • iShares International Small Cap Equity Factor ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1272 holding.
  • 130 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.