Wealth Advisory Team LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-06-30 to 2026-06-30, Wealth Advisory Team LLC opened 6 positions, added to 29, reduced 27 and sold out of 7.
- Q2 2026: Stock VYM; Country of operation —; Class HIGH DIV YLD; Shares before 49,534.
- Q2 2026: Stock XMHQ; Country of operation —; Class S&P MDCP QUALITY; Shares before 33,250.
- Q2 2026: Stock CGW; Country of operation —; Class S&P GBL WATER; Shares before 14,984.
- Q2 2026: Stock CEMB; Country of operation —; Class JP MRG EM CRP BD; Shares before 7,026.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2039196), 2 quarters: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-07-23); Q4 2025 (2025-06-30 to 2025-12-31, filed 2026-02-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 49,534 | 35,949 | -13,585 | $7,109,094 | $5,680,953 | -$1,428,141 | 2026-07-23 |
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| Q2 2026 | XMHQ
INVESCO EXCHANGE TRADED FD T | | S&P MDCP QUALITY | 33,250 | 22,747 | -10,503 | $3,405,491 | $2,567,711 | -$837,780 | 2026-07-23 |
|---|
| Q2 2026 | CGW
INVESCO EXCH TRADED FD TR II | | S&P GBL WATER | 14,984 | 10,443 | -4,541 | $944,130 | $686,430 | -$257,700 | 2026-07-23 |
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| Q2 2026 | CEMB
ISHARES INC | | JP MRG EM CRP BD | 7,026 | 5,460 | -1,566 | $322,266 | $249,257 | -$73,009 | 2026-07-23 |
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| Q2 2026 | NULG
NUSHARES ETF TR | | NUVEEN ESG LRGCP | 23,191 | 18,857 | -4,334 | $2,268,122 | $2,207,389 | -$60,733 | 2026-07-23 |
|---|
| Q2 2026 | GSY
INVESCO ACTIVELY MANAGED EXC | | ULTRA SHRT DUR | 7,236 | 7,173 | -63 | $363,619 | $359,707 | -$3,912 | 2026-07-23 |
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| Q2 2026 | SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 415 | 375 | -40 | $283,824 | $280,753 | -$3,071 | 2026-07-23 |
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| Q2 2026 | IJJ
ISHARES TR | | S&P MC 400VL ETF | 1,920 | 1,723 | -197 | $252,646 | $254,473 | +$1,827 | 2026-07-23 |
|---|
| Q4 2025 | VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 44,492 | 43,280 | -1,212 | $4,858,488 | $5,269,338 | +$410,850 | 2026-02-05 |
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| Q4 2025 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 50,738 | 49,534 | -1,204 | $6,763,914 | $7,109,094 | +$345,180 | 2026-02-05 |
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| Q4 2025 | USSG
DBX ETF TR | | XTRACKERS MSCI | 48,089 | 46,781 | -1,308 | $2,735,287 | $2,970,796 | +$235,509 | 2026-02-05 |
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| Q4 2025 | ISCF
ISHARES TR | | INTERNATIONAL SL | 12,141 | 6,555 | -5,586 | $470,707 | $271,894 | -$198,813 | 2026-02-05 |
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| Q4 2025 | CGW
INVESCO EXCH TRADED FD TR II | | S&P GBL WATER | 17,495 | 14,984 | -2,511 | $1,093,408 | $944,130 | -$149,278 | 2026-02-05 |
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| Q4 2025 | CEMB
ISHARES INC | | JP MRG EM CRP BD | 9,821 | 7,026 | -2,795 | $446,270 | $322,266 | -$124,004 | 2026-02-05 |
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| Q4 2025 | ESGE
ISHARES INC | | ESG AWR MSCI EM | 30,094 | 29,313 | -781 | $1,178,798 | $1,294,764 | +$115,966 | 2026-02-05 |
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| Q4 2025 | FNDF
SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 24,766 | 24,380 | -386 | $991,123 | $1,102,221 | +$111,098 | 2026-02-05 |
|---|
| Q4 2025 | ESGD
ISHARES TR | | ESG AW MSCI EAFE | 28,079 | 27,510 | -569 | $2,505,201 | $2,615,890 | +$110,689 | 2026-02-05 |
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| Q4 2025 | DSI
ISHARES TR | | ESG MSCI KLD 400 | 9,724 | 9,586 | -138 | $1,129,591 | $1,235,022 | +$105,431 | 2026-02-05 |
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| Q4 2025 | XMHQ
INVESCO EXCHANGE TRADED FD T | | S&P MDCP QUALITY | 33,613 | 33,250 | -363 | $3,302,174 | $3,405,491 | +$103,317 | 2026-02-05 |
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| Q4 2025 | ESML
ISHARES TR | | ESG AWARE MSCI | 25,986 | 25,090 | -896 | $1,074,019 | $1,153,639 | +$79,620 | 2026-02-05 |
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| Q4 2025 | UCON
FIRST TR EXCHNG TRADED FD VI | | SMITH UNCONSTRAI | 314,692 | 314,054 | -638 | $7,832,689 | $7,904,740 | +$72,051 | 2026-02-05 |
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| Q4 2025 | FNDX
SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 28,219 | 27,466 | -753 | $692,483 | $747,352 | +$54,869 | 2026-02-05 |
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| Q4 2025 | UITB
VICTORY PORTFOLIOS II | | CORE INTERMEDIAT | 128,176 | 126,388 | -1,788 | $6,033,245 | $5,985,055 | -$48,190 | 2026-02-05 |
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| Q4 2025 | SCHG
SCHWAB STRATEGIC TR | | US LCAP GR ETF | 19,126 | 18,134 | -992 | $558,656 | $591,540 | +$32,884 | 2026-02-05 |
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| Q4 2025 | NULG
NUSHARES ETF TR | | NUVEEN ESG LRGCP | 23,810 | 23,191 | -619 | $2,236,924 | $2,268,122 | +$31,198 | 2026-02-05 |
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| Q4 2025 | EAGG
ISHARES TR | | ESG AWR US AGRGT | 11,584 | 10,935 | -649 | $550,711 | $523,244 | -$27,467 | 2026-02-05 |
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| Q4 2025 | IJJ
ISHARES TR | | S&P MC 400VL ETF | 2,057 | 1,920 | -137 | $254,230 | $252,646 | -$1,584 | 2026-02-05 |
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