Vista Investment Management’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Vista Investment 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 Q1	$1.24M	Buy	29,781 +255	+0.9%	+$11.1K	0.41%	74
2025 Q4	$1.22M	Buy	29,526 +1,844	+7%	+$75.4K	0.4%	72
2025 Q3	$1.14M	Buy	27,682 +132	+0.5%	+$5.27K	0.4%	74
2025 Q2	$1.07M	Buy	27,550 +508	+2%	+$18.3K	0.4%	74
2025 Q1	$911K	Sell	27,042 -1,465	-5%	-$48.9K	0.36%	79
2024 Q4	$920K	Sell	28,507 -182	-0.6%	-$6.11K	0.35%	83
2024 Q3	$1.01M	Buy	28,689 +1,341	+5%	+$44.9K	0.38%	79
2024 Q2	$881K	Buy	27,348 +5,172	+23%	+$170K	0.36%	80
2024 Q1	$731K	Buy	22,176 +1,773	+9%	+$56.3K	0.3%	94
2023 Q4	$656K	Buy	20,403 +6,786	+50%	+$203K	0.3%	102
2023 Q3	$403K	Buy	13,617 +2,783	+26%	+$85.9K	0.21%	120
2023 Q2	$334K	Buy	10,834 +2,867	+36%	+$89.2K	0.17%	128
2023 Q1	$248K	Buy	+7,967	New	+$247K	0.13%	143

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

Vista Investment Management's ISCF Position: Q1 2026 in Review

Vista Investment Management increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 0.86% in Q1 2026, buying an estimated $11.1K and bringing the position to 29,781 shares worth $1.24M. The position accounts for 0.41% of the portfolio, ranked #74.

Vista Investment Management first reported a position in ISCF in Q1 2023 and has held it in 13 quarters since. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

Vista Investment Management held 29,781 shares of iShares International Small Cap Equity Factor ETF worth $1.24M as of Q1 2026.
Vista Investment Management bought 255 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $11.1K.
iShares International Small Cap Equity Factor ETF made up 0.41% of Vista Investment Management's portfolio in Q1 2026, its #74 holding.
Vista Investment Management first reported a position in iShares International Small Cap Equity Factor ETF in Q1 2023 and has held it in 13 quarters since.
139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.