Advocacy Wealth Management Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Advocacy Wealth Management Services’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Hold	12,345	–	–	0.05%	90
2026 Q1	$1.2M	Hold	12,345	–	–	0.05%	84
2025 Q4	$1.19M	Hold	12,345	–	–	0.05%	91
2025 Q3	$1.15M	Buy	+12,345	New	+$1.12M	0.05%	95
2017 Q3	–	Sell	-1,045	Closed	-$68K	–	270
2017 Q2	$68K	Buy	+1,045	New	+$67.6K	0.02%	61
2016 Q1	–	Sell	-575	Closed	-$34K	–	525
2015 Q4	$34K	Buy	+575	New	+$34.6K	0.04%	199
2013 Q3	–	Sell	-1,015	Closed	-$58K	–	293
2013 Q2	$58K	Buy	+1,015	New	+$61.4K	0.23%	81

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Advocacy Wealth Management Services's EFA Position: Q2 2026 in Review

Advocacy Wealth Management Services held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 12,345 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #90.

Advocacy Wealth Management Services first reported a position in EFA in Q2 2013 and has held it in 7 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Advocacy Wealth Management Services held 12,345 shares of iShares MSCI EAFE ETF worth $1.28M as of Q2 2026.
Advocacy Wealth Management Services left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.05% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #90 holding.
Advocacy Wealth Management Services first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 7 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.