Stonehaven Wealth & Tax Solutions’s First Trust WCM Developing World Equity ETF WCME Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio WCME Stock Details WCME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$419K	Sell	21,367 -663	-3%	-$12.6K	0.34%	56
2026 Q1	$370K	Buy	22,030 +1,944	+10%	+$35K	0.33%	53
2025 Q4	$346K	Sell	20,086 -1,662	-8%	-$28.6K	0.31%	54
2025 Q3	$373K	Buy	21,748 +9,151	+73%	+$148K	0.35%	46
2025 Q2	$198K	Buy	+12,597	New	+$183K	0.19%	76

Other funds holding WCME

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

WDC

Woodward Diversified Capital Bakersfield, California $227M AUM 40.62% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's WCME Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its First Trust WCM Developing World Equity ETF (WCME) stake by 3% in Q2 2026, selling an estimated $12.6K and leaving 21,367 shares worth $419K. The position accounts for 0.34% of the portfolio, ranked #56.

Stonehaven Wealth & Tax Solutions first reported a position in WCME in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold WCME as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 21,367 shares of First Trust WCM Developing World Equity ETF worth $419K as of Q2 2026.
Stonehaven Wealth & Tax Solutions sold 663 First Trust WCM Developing World Equity ETF shares in Q2 2026, an estimated $12.6K.
First Trust WCM Developing World Equity ETF made up 0.34% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #56 holding.
Stonehaven Wealth & Tax Solutions first reported a position in First Trust WCM Developing World Equity ETF in Q2 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held First Trust WCM Developing World Equity ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.