Wealthcare Advisory Partners’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wealthcare Advisory Partners’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.9M	Buy	424,121 +17,954	+4%	+$1.5M	0.66%	30
2026 Q1	$31.8M	Buy	406,167 +2,479	+0.6%	+$202K	0.62%	31
2025 Q4	$31.3M	Buy	403,688 +9,756	+2%	+$748K	0.61%	30
2025 Q3	$30.2M	Sell	393,932 -1,085	-0.3%	-$81.2K	0.63%	31
2025 Q2	$28.7M	Buy	395,017 +54,789	+16%	+$3.71M	0.66%	30
2025 Q1	$21.6M	Buy	340,228 +18,364	+6%	+$1.16M	0.58%	34
2024 Q4	$19.6M	Buy	321,864 +24,465	+8%	+$1.56M	0.54%	35
2024 Q3	$20.1M	Buy	297,399 +6,208	+2%	+$399K	0.57%	34
2024 Q2	$17.9M	Buy	291,191 +13,644	+5%	+$855K	0.56%	36
2024 Q1	$17.6M	Buy	277,547 +22,036	+9%	+$1.35M	0.58%	38
2023 Q4	$15.8M	Buy	255,511 +6,709	+3%	+$383K	0.63%	41
2023 Q3	$14M	Buy	248,802 +9,529	+4%	+$562K	0.65%	41
2023 Q2	$14.1M	Sell	239,273 -96,970	-29%	-$5.8M	0.63%	39
2023 Q1	$20M	Buy	336,243 +16,674	+5%	+$990K	0.86%	26
2022 Q4	$18M	Buy	319,569 +75,087	+31%	+$4.03M	0.86%	25
2022 Q3	$11.9M	Sell	244,482 -84,380	-26%	-$4.63M	0.68%	34
2022 Q2	$18M	Buy	328,862 +31,096	+10%	+$1.88M	1.09%	23
2022 Q1	$19.8M	Buy	297,766 +157,611	+112%	+$10.7M	1.2%	19
2021 Q4	$10.2M	Buy	140,155 +1,650	+1%	+$123K	0.61%	35
2021 Q3	$10.3M	Sell	138,505 -2,761	-2%	-$210K	0.67%	30
2021 Q2	$10.5M	Buy	141,266 +1,059	+0.8%	+$79.5K	0.7%	28
2021 Q1	$10.1M	Sell	140,207 -4,080	-3%	-$290K	0.73%	24
2020 Q4	$9.86M	Sell	144,287 -2,015	-1%	-$127K	0.88%	21
2020 Q3	$8.63M	Buy	146,302 +6,179	+4%	+$354K	0.95%	20
2020 Q2	$7.51M	Buy	140,123 +11,179	+9%	+$563K	0.94%	20
2020 Q1	$5.78M	Buy	128,944 +17,093	+15%	+$950K	0.85%	21
2019 Q4	$6.97M	Sell	111,851 -3,143	-3%	-$189K	0.89%	20
2019 Q3	$6.58M	Buy	114,994 +2,578	+2%	+$146K	0.96%	18
2019 Q2	$6.45M	Buy	112,416 +749	+0.7%	+$43.2K	1.02%	17
2019 Q1	$6.41M	Buy	111,667 +3,457	+3%	+$194K	1.09%	17
2018 Q4	$5.61M	Sell	108,210 -2,391	-2%	-$134K	1.09%	18
2018 Q3	$6.89M	Buy	110,601 +3,899	+4%	+$243K	1.26%	15
2018 Q2	$6.69M	Buy	106,702 +9,165	+9%	+$600K	1.31%	14
2018 Q1	$6.36M	Buy	97,537 +8,271	+9%	+$546K	1.44%	13
2017 Q4	$5.76M	Buy	89,266 +4,110	+5%	+$259K	1.48%	12
2017 Q3	$5.28M	Buy	85,156 +12,423	+17%	+$743K	1.57%	13
2017 Q2	$4.21M	Buy	72,733 +15,311	+27%	+$872K	2.04%	14
2017 Q1	$3.11M	Buy	57,422 +7,744	+16%	+$407K	1.7%	13
2016 Q4	$2.48M	Buy	49,678 +2,296	+5%	+$116K	1.46%	13
2016 Q3	$2.48M	Buy	47,382 +2,793	+6%	+$142K	1.61%	12
2016 Q2	$2.15M	Buy	+44,589	New	+$2.24M	1.52%	12