Wealth Advisory Team’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Wealth Advisory Team’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 Q4	$272K	Buy	+6,555	New	+$268K	0.24%	35
2025 Q2	$471K	Buy	+12,141	New	+$438K	0.44%	27

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

PWA

Phoenix Wealth Advisors Chapel Hill, North Carolina $253M AUM 17.97% 1-Year Est. Return

CWL

Causey Wealth LLC Greenwood Village, Colorado $236M AUM 14.5% 1-Year Est. Return

FSG

Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wealth Advisory Team's ISCF Position: Q4 2025 in Review

Wealth Advisory Team opened a new position in iShares International Small Cap Equity Factor ETF (ISCF) in Q4 2025: 6,555 shares worth $272K. The stake represents 0.24% of the portfolio and ranks #35 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in ISCF as recently as Q2 2025.

Wealth Advisory Team first reported a position in ISCF in Q2 2025 and has held it in 2 quarters since. The position peaked at $471K in Q2 2025. 130 funds tracked by Wall St. Rank hold ISCF as of Q4 2025.

Wealth Advisory Team held 6,555 shares of iShares International Small Cap Equity Factor ETF worth $272K as of Q4 2025.
iShares International Small Cap Equity Factor ETF was a new Wealth Advisory Team position in Q4 2025.
iShares International Small Cap Equity Factor ETF made up 0.24% of Wealth Advisory Team's portfolio in Q4 2025, its #35 holding.
Wealth Advisory Team first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2025 and has held it in 2 quarters since.
Wealth Advisory Team's iShares International Small Cap Equity Factor ETF position peaked at $471K in Q2 2025.
130 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q4 2025.

Based on Wealth Advisory Team's 13F filing for Q4 2025, filed 5 Feb 2026.