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Steward Partners Investment Advisory’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-25
Closed -$842 – 4194
2025
Q1 		$842 Hold
25
– – ﹤0.01% 3801
2024
Q4 		$807 Buy
+25
New +$839 ﹤0.01% 3791

Other funds holding ISCF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Steward Partners Investment Advisory's ISCF Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of iShares International Small Cap Equity Factor ETF (ISCF) in Q2 2025, closing a stake of 25 shares — an estimated $842 sold.

Steward Partners Investment Advisory first reported a position in ISCF in Q4 2024 and held it in 2 quarters. The position peaked at $842 in Q1 2025. 115 funds tracked by Wall St. Rank hold ISCF as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining iShares International Small Cap Equity Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 25 iShares International Small Cap Equity Factor ETF shares in Q2 2025, an estimated $842.
  • Steward Partners Investment Advisory first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's iShares International Small Cap Equity Factor ETF position peaked at $842 in Q1 2025.
  • 115 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.