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

Sax 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	–	Sell	-8,541	Closed	-$354K	–	486
2025 Q4	$354K	Buy	+8,541	New	+$349K	0.02%	360

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

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

Sax Wealth Advisors sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q1 2026, closing a stake of 8,541 shares — an estimated $354K sold.

Sax Wealth Advisors first reported a position in ISCF in Q4 2025 and held it in 1 quarter. The position peaked at $354K in Q4 2025. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Sax Wealth Advisors reported no remaining iShares International Small Cap Equity Factor ETF position as of Q1 2026 after selling out during the quarter.
Sax Wealth Advisors sold 8,541 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $354K.
Sax Wealth Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2025 and held it in 1 quarter.
Sax Wealth Advisors's iShares International Small Cap Equity Factor ETF position peaked at $354K in Q4 2025.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Sax Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.