W
ISCF icon

WorthPointe’s iShares International Small Cap Equity Factor ETF ISCF Stock Holding History

WorthPointe’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 		$325K Sell
7,777
-1,346
-15% -$58.5K 0.09% 89
2025
Q4 		$378K Sell
9,123
-369
-4% -$15.1K 0.1% 96
2025
Q3 		$390K Buy
9,492
+241
+3% +$9.62K 0.15% 70
2025
Q2 		$359K Buy
+9,251
New +$334K 0.15% 63

Other funds holding ISCF

MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
LPL Financial
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WorthPointe's ISCF Position: Q1 2026 in Review

WorthPointe reduced its iShares International Small Cap Equity Factor ETF (ISCF) stake by 15% in Q1 2026, selling an estimated $58.5K and leaving 7,777 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #89.

WorthPointe first reported a position in ISCF in Q2 2025 and has held it in 4 quarters since. The position peaked at $390K in Q3 2025. 139 funds tracked by Wall St. Rank hold ISCF as of Q1 2026.

  • WorthPointe held 7,777 shares of iShares International Small Cap Equity Factor ETF worth $325K as of Q1 2026.
  • WorthPointe sold 1,346 iShares International Small Cap Equity Factor ETF shares in Q1 2026, an estimated $58.5K.
  • iShares International Small Cap Equity Factor ETF made up 0.09% of WorthPointe's portfolio in Q1 2026, its #89 holding.
  • WorthPointe first reported a position in iShares International Small Cap Equity Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • WorthPointe's iShares International Small Cap Equity Factor ETF position peaked at $390K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held iShares International Small Cap Equity Factor ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.