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

TCI 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	$421K	Sell	10,063 -237	-2%	-$10.3K	0.02%	162
2025 Q4	$427K	Hold	10,300	–	–	0.02%	157
2025 Q3	$424K	Sell	10,300 -317	-3%	-$12.7K	0.03%	161
2025 Q2	$412K	Sell	10,617 -1,428	-12%	-$51.5K	0.03%	163
2025 Q1	$406K	Sell	12,045 -550	-4%	-$18.4K	0.03%	147
2024 Q4	$407K	Buy	+12,595	New	+$423K	0.03%	145
2022 Q4	–	Sell	-1,350	Closed	-$35K	–	2582
2022 Q3	$35K	Buy	1,350 +233	+21%	+$6.8K	0.01%	465
2022 Q2	$32K	Buy	+1,117	New	+$35.5K	﹤0.01%	487

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

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

TCI Wealth Advisors reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 2.3% in Q1 2026, selling an estimated $10.3K and leaving 10,063 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #162.

TCI Wealth Advisors first reported a position in ISCF in Q2 2022 and has held it in 8 quarters since. The position peaked at $427K in Q4 2025. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

TCI Wealth Advisors held 10,063 shares of iShares International Small Cap Equity Factor ETF worth $421K as of Q1 2026.
TCI Wealth Advisors sold 237 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $10.3K.
iShares International Small Cap Equity Factor ETF made up 0.02% of TCI Wealth Advisors's portfolio in Q1 2026, its #162 holding.
TCI Wealth Advisors first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2022 and has held it in 8 quarters since.
TCI Wealth Advisors's iShares International Small Cap Equity Factor ETF position peaked at $427K in Q4 2025.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.