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

Wealthcare Capital 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	$948K	Buy	11,519 +152	+1%	+$12.7K	0.39%	59
2026 Q1	$891K	Buy	11,367 +145	+1%	+$11.8K	0.42%	51
2025 Q4	$870K	Sell	11,222 -141	-1%	-$10.8K	0.41%	51
2025 Q3	$872K	Sell	11,363 -69	-0.6%	-$5.16K	0.4%	50
2025 Q2	$831K	Sell	11,432 -246	-2%	-$16.6K	0.42%	45
2025 Q1	$742K	Buy	11,678 +563	+5%	+$35.6K	0.38%	45
2024 Q4	$675K	Buy	+11,115	New	+$707K	0.35%	43

Other funds holding SCZ

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $932M AUM 22.84% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return