Sentinel Pension Advisors’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Sentinel Pension 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	$349K	Sell	8,356 -21	-0.3%	-$913	0.05%	108
2025 Q4	$347K	Sell	8,377 -26	-0.3%	-$1.06K	0.05%	105
2025 Q3	$346K	Hold	8,403	–	–	0.06%	98
2025 Q2	$326K	Buy	8,403 +439	+6%	+$15.8K	0.05%	99
2025 Q1	$268K	Buy	7,964 +1	+0%	+$33	0.05%	96
2024 Q4	$257K	Buy	7,963 +207	+3%	+$6.95K	0.05%	97
2024 Q3	$273K	Sell	7,756 -71	-0.9%	-$2.38K	0.05%	95
2024 Q2	$252K	Sell	7,827 -601	-7%	-$19.7K	0.05%	97
2024 Q1	$278K	Sell	8,428 -1,406	-14%	-$44.7K	0.06%	85
2023 Q4	$316K	Sell	9,834 -2,436	-20%	-$72.8K	0.08%	78
2023 Q3	$363K	Sell	12,270 -4,972	-29%	-$153K	0.09%	75
2023 Q2	$532K	Sell	17,242 -4,861	-22%	-$151K	0.13%	63
2023 Q1	$681K	Sell	22,103 -35,788	-62%	-$1.11M	0.17%	57
2022 Q4	$1.74M	Buy	57,891 +495	+0.9%	+$14.3K	0.54%	34
2022 Q3	$1.5M	Buy	57,396 +1,906	+3%	+$55.6K	0.52%	33
2022 Q2	$1.6M	Sell	55,490 -6,089	-10%	-$194K	0.54%	33
2022 Q1	$2.12M	Buy	61,579 +1,103	+2%	+$38.1K	0.72%	30
2021 Q4	$2.19M	Buy	60,476 +2,653	+5%	+$97K	0.69%	29
2021 Q3	$2.11M	Buy	57,823 +3,109	+6%	+$117K	0.72%	25
2021 Q2	$2.01M	Sell	54,714 -23,526	-30%	-$865K	0.7%	29
2021 Q1	$4.19M	Buy	78,240 +23,642	+43%	+$815K	1.54%	16
2020 Q4	$1.82M	Buy	54,598 +3,034	+6%	+$95.2K	0.66%	31
2020 Q3	$1.55M	Buy	51,564 +5,273	+11%	+$154K	0.6%	33
2020 Q2	$1.27M	Buy	46,291 +641	+1%	+$16.5K	0.53%	36
2020 Q1	$1.04M	Buy	+45,650	New	+$1.3M	0.51%	37

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

Sentinel Pension Advisors's ISCF Position: Q1 2026 in Review

Sentinel Pension Advisors reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 0.25% in Q1 2026, selling an estimated $913 and leaving 8,356 shares worth $349K. The position accounts for 0.05% of the portfolio, ranked #108.

Sentinel Pension Advisors first reported a position in ISCF in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.19M in Q1 2021. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Sentinel Pension Advisors held 8,356 shares of iShares International Small Cap Equity Factor ETF worth $349K as of Q1 2026.
Sentinel Pension Advisors sold 21 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $913.
iShares International Small Cap Equity Factor ETF made up 0.05% of Sentinel Pension Advisors's portfolio in Q1 2026, its #108 holding.
Sentinel Pension Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2020 and has held it in 25 quarters since.
Sentinel Pension Advisors's iShares International Small Cap Equity Factor ETF position peaked at $4.19M in Q1 2021.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.