Stonebridge Wealth Management’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Stonebridge Wealth 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 Q3	$786K	Sell	17,593 -1,321	-7%	-$59.3K	0.7%	22
2026 Q2	$819K	Sell	18,914 -363	-2%	-$16.1K	0.73%	23
2026 Q1	$806K	Sell	19,277 -21	-0.1%	-$913	0.77%	23
2025 Q4	$800K	Sell	19,298 -1,547	-7%	-$63.2K	0.76%	27
2025 Q3	$857K	Sell	20,845 -279	-1%	-$11.1K	0.74%	25
2025 Q2	$819K	Buy	+21,124	New	+$762K	0.77%	24

Other funds holding ISCF

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Stonebridge Wealth Management's ISCF Position: Q3 2026 in Review

Stonebridge Wealth Management reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 7% in Q3 2026, selling an estimated $59.3K and leaving 17,593 shares worth $786K. The position accounts for 0.7% of the portfolio, ranked #22.

Stonebridge Wealth Management first reported a position in ISCF in Q2 2025 and has held it in 6 quarters since. The position peaked at $857K in Q3 2025. 24 funds tracked by Wall St. Rank hold ISCF as of Q3 2026.

Stonebridge Wealth Management held 17,593 shares of iShares International Small Cap Equity Factor ETF worth $786K as of Q3 2026.
Stonebridge Wealth Management sold 1,321 iShares International Small Cap Equity Factor ETF shares in Q3 2026, an estimated $59.3K.
iShares International Small Cap Equity Factor ETF made up 0.7% of Stonebridge Wealth Management's portfolio in Q3 2026, its #22 holding.
Stonebridge Wealth Management first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2025 and has held it in 6 quarters since.
Stonebridge Wealth Management's iShares International Small Cap Equity Factor ETF position peaked at $857K in Q3 2025.
24 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.