Wealthcare Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Wealthcare Capital Management’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	$1.25M	Sell	15,219 -935	-6%	-$78.3K	0.12%	36
2026 Q1	$1.27M	Sell	16,154 -137	-0.8%	-$11.1K	0.13%	36
2025 Q4	$1.26M	Buy	16,291 +833	+5%	+$63.9K	0.13%	33
2025 Q3	$1.19M	Sell	15,458 -600	-4%	-$44.9K	0.12%	33
2025 Q2	$1.17M	Sell	16,058 -1,547	-9%	-$105K	0.12%	30
2025 Q1	$1.12M	Sell	17,605 -2,041	-10%	-$129K	0.11%	34
2024 Q4	$1.19M	Buy	19,646 +1,497	+8%	+$95.2K	0.12%	29
2024 Q3	$1.23M	Sell	18,149 -1,080	-6%	-$69.5K	0.12%	31
2024 Q2	$1.19M	Sell	19,229 -188	-1%	-$11.8K	0.13%	30
2024 Q1	$1.23M	Sell	19,417 -2,028	-9%	-$124K	0.14%	25
2023 Q4	$1.33M	Sell	21,445 -4,465	-17%	-$255K	0.15%	27
2023 Q3	$1.46M	Buy	25,910 +540	+2%	+$31.9K	0.18%	24
2023 Q2	$1.5M	Buy	25,370 +2,779	+12%	+$166K	0.18%	23
2023 Q1	$1.34M	Buy	22,591 +2,392	+12%	+$142K	0.16%	22
2022 Q4	$1.14M	Sell	20,199 -379	-2%	-$20.3K	0.15%	26
2022 Q3	$1M	Sell	20,578 -620	-3%	-$34K	0.13%	27
2022 Q2	$1.16M	Sell	21,198 -130	-0.6%	-$7.87K	0.13%	25
2022 Q1	$1.42M	Buy	21,328 +12,217	+134%	+$830K	0.14%	27
2021 Q4	$666K	Buy	9,111 +78	+0.9%	+$5.79K	0.06%	45
2021 Q3	$672K	Buy	9,033 +428	+5%	+$32.6K	0.07%	40
2021 Q2	$638K	Buy	8,605 +187	+2%	+$14K	0.06%	40
2021 Q1	$605K	Buy	8,418 +673	+9%	+$47.8K	0.06%	37
2020 Q4	$529K	Sell	7,745 -1,357	-15%	-$85.6K	0.06%	38
2020 Q3	$537K	Buy	9,102 +936	+11%	+$53.7K	0.06%	35
2020 Q2	$438K	Buy	8,166 +797	+11%	+$40.2K	0.05%	39
2020 Q1	$330K	Buy	7,369 +598	+9%	+$33.2K	0.04%	43
2019 Q4	$422K	Sell	6,771 -213	-3%	-$12.8K	0.05%	42
2019 Q3	$400K	Sell	6,984 -567	-8%	-$32K	0.05%	40
2019 Q2	$433K	Sell	7,551 -646	-8%	-$37.3K	0.06%	36
2019 Q1	$471K	Sell	8,197 -272	-3%	-$15.2K	0.07%	35
2018 Q4	$439K	Buy	8,469 +557	+7%	+$31.2K	0.07%	36
2018 Q3	$493K	Buy	7,912 +136	+2%	+$8.49K	0.06%	32
2018 Q2	$488K	Buy	7,776 +535	+7%	+$35K	0.06%	31
2018 Q1	$472K	Buy	7,241 +590	+9%	+$38.9K	0.05%	30
2017 Q4	$429K	Sell	6,651 -31	-0.5%	-$1.95K	0.05%	32
2017 Q3	$414K	Sell	6,682 -2,016	-23%	-$121K	0.05%	32
2017 Q2	$503K	Buy	8,698 +75	+0.9%	+$4.27K	0.06%	30
2017 Q1	$467K	Buy	8,623 +343	+4%	+$18K	0.05%	32
2016 Q4	$413K	Buy	8,280 +761	+10%	+$38.4K	0.05%	32
2016 Q3	$394K	Sell	7,519 -405	-5%	-$20.5K	0.04%	27
2016 Q2	$382K	Sell	7,924 -82	-1%	-$4.12K	0.04%	26
2016 Q1	$399K	Sell	8,006 -281	-3%	-$13.2K	0.05%	26
2015 Q4	$414K	Sell	8,287 -758	-8%	-$37.9K	0.05%	30
2015 Q3	$432K	Buy	9,045 +966	+12%	+$48.2K	0.05%	26
2015 Q2	$412K	Sell	8,079 -2,957	-27%	-$154K	0.05%	26
2015 Q1	$546K	Buy	11,036 +3,893	+55%	+$188K	0.06%	48
2014 Q4	$334K	Buy	7,143 +20	+0.3%	+$944	0.05%	30
2014 Q3	$345K	Buy	7,123 +4	+0.1%	+$204	0.05%	29
2014 Q2	$377K	Sell	7,119 -857	-11%	-$44.8K	0.06%	28
2014 Q1	$416K	Buy	+7,976	New	+$409K	0.07%	26