GA
WCMI

GoalVest Advisory’s First Trust WCM International Equity ETF WCMI Stock Holding History

GoalVest Advisory’s Portfolio WCMI Stock Details WCMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46.9K Sell
2,460
-105
-4% -$2.04K 0.01% 231
2026
Q2 		$50.2K Buy
2,565
+353
+16% +$6.61K 0.01% 206
2026
Q1 		$37.1K Buy
2,212
+1,585
+253% +$28K 0.01% 256
2025
Q4 		$10.7K Sell
627
-196
-24% -$3.27K ﹤0.01% 413
2025
Q3 		$13.9K Buy
+823
New +$13.1K ﹤0.01% 315

Other funds holding WCMI

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory's WCMI Position: Q3 2026 in Review

GoalVest Advisory reduced its First Trust WCM International Equity ETF (WCMI) stake by 4.1% in Q3 2026, selling an estimated $2.04K and leaving 2,460 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #231.

GoalVest Advisory first reported a position in WCMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $50.2K in Q2 2026. 9 funds tracked by Wall St. Rank hold WCMI as of Q3 2026.

  • GoalVest Advisory held 2,460 shares of First Trust WCM International Equity ETF worth $46.9K as of Q3 2026.
  • GoalVest Advisory sold 105 First Trust WCM International Equity ETF shares in Q3 2026, an estimated $2.04K.
  • First Trust WCM International Equity ETF made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #231 holding.
  • GoalVest Advisory first reported a position in First Trust WCM International Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • GoalVest Advisory's First Trust WCM International Equity ETF position peaked at $50.2K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.