Williams & Novak’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

Williams & Novak’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	$5.83M	Buy	130,627 +20,423	+19%	+$917K	3.45%	7
2026 Q2	$4.77M	Buy	110,204 +51,830	+89%	+$2.29M	3.16%	7
2026 Q1	$2.48M	Buy	58,374 +2,617	+5%	+$114K	1.86%	12
2025 Q4	$2.31M	Buy	55,757 +1,768	+3%	+$72.3K	1.74%	15
2025 Q3	$2.22M	Sell	53,989 -202	-0.4%	-$8.07K	1.71%	15
2025 Q2	$2.1M	Buy	54,191 +4,244	+8%	+$153K	1.79%	13
2025 Q1	$1.68M	Sell	49,947 -2,202	-4%	-$73.5K	1.65%	15
2024 Q4	$1.68M	Sell	52,149 -3,920	-7%	-$132K	1.62%	15
2024 Q3	$1.98M	Sell	56,069 -8,750	-13%	-$293K	1.84%	13
2024 Q2	$2.09M	Buy	64,819 +4,043	+7%	+$133K	1.94%	13
2024 Q1	$1.95M	Hold	60,776	–	–	2.22%	13
2023 Q4	$1.95M	Buy	+60,776	New	+$1.82M	2.22%	13

Other funds holding ISCF

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

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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Williams & Novak's ISCF Position: Q3 2026 in Review

Williams & Novak increased its iShares International Small Cap Equity Factor ETF (ISCF) stake by 19% in Q3 2026, buying an estimated $917K and bringing the position to 130,627 shares worth $5.83M. The position accounts for 3.45% of the portfolio, ranked #7.

Williams & Novak first reported a position in ISCF in Q4 2023 and has held it in 12 quarters since. 23 funds tracked by Wall St. Rank hold ISCF as of Q3 2026.

Williams & Novak held 130,627 shares of iShares International Small Cap Equity Factor ETF worth $5.83M as of Q3 2026.
Williams & Novak bought 20,423 iShares International Small Cap Equity Factor ETF shares in Q3 2026, an estimated $917K.
iShares International Small Cap Equity Factor ETF made up 3.45% of Williams & Novak's portfolio in Q3 2026, its #7 holding.
Williams & Novak first reported a position in iShares International Small Cap Equity Factor ETF in Q4 2023 and has held it in 12 quarters since.
23 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.