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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$33.4M Sell
2025
Q1
$30.2M Sell
2024
Q4
$44.4M Buy
2024
Q3
$32.2M Sell
2024
Q2
$35.1M Buy
2024
Q1
$12.8M Sell
2023
Q4
$20.9M Buy
2022
Q2
Sell
2022
Q1
$10K Buy
2018
Q1
Sell
2017
Q4
$19K Hold
2017
Q3
$18K Hold
2017
Q2
$17K Hold
2017
Q1
$16K Sell
2016
Q4
$16K Sell
2016
Q3
$18K Hold
2016
Q2
$17K Sell
2016
Q1
$28K Buy
2015
Q4
$20K Buy