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

Advocacy Wealth Management Services’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$984K Sell
7,909
-692
-8% -$83.4K 0.04% 103
2026
Q1 		$958K Sell
8,601
-1,206
-12% -$142K 0.04% 100
2025
Q4 		$1.12M Sell
9,807
-1,223
-11% -$140K 0.05% 95
2025
Q3 		$1.26M Sell
11,030
-287,131
-96% -$32M 0.05% 90
2025
Q2 		$33.4M Sell
298,161
-4,321
-1% -$456K 2.05% 18
2025
Q1 		$30.2M Sell
302,482
-155,983
-34% -$15.9M 2.06% 16
2024
Q4 		$44.4M Buy
458,465
+159,701
+53% +$16.2M 3.38% 10
2024
Q3 		$32.2M Sell
298,764
-44,168
-13% -$4.58M 2.52% 15
2024
Q2 		$35.1M Buy
342,932
+219,384
+178% +$22.4M 2.89% 13
2024
Q1 		$12.8M Sell
123,548
-92,133
-43% -$9.17M 1.1% 20
2023
Q4 		$20.9M Buy
+215,681
New +$19.3M 1.98% 16
2022
Q2 		– Sell
-104
Closed -$10K – 151
2022
Q1 		$10K Buy
+104
New +$10.2K ﹤0.01% 107
2018
Q1 		– Sell
-233
Closed -$19K – 206
2017
Q4 		$19K Hold
233
– – 0.01% 111
2017
Q3 		$18K Hold
233
– – 0.01% 142
2017
Q2 		$17K Hold
233
– – 0.01% 148
2017
Q1 		$16K Sell
233
-14
-6% -$938 0.01% 168
2016
Q4 		$16K Sell
247
-11
-4% -$710 ﹤0.01% 160
2016
Q3 		$18K Hold
258
– – 0.01% 221
2016
Q2 		$17K Sell
258
-168
-39% -$11.1K 0.01% 252
2016
Q1 		$28K Buy
426
+130
+44% +$8.22K 0.02% 243
2015
Q4 		$20K Buy
+296
New +$20K 0.02% 268

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Advocacy Wealth Management Services reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 8% in Q2 2026, selling an estimated $83.4K and leaving 7,909 shares worth $984K. The position accounts for 0.04% of the portfolio, ranked #103.

Advocacy Wealth Management Services first reported a position in EFG in Q4 2015 and has held it in 21 quarters since. The position peaked at $44.4M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Advocacy Wealth Management Services held 7,909 shares of iShares MSCI EAFE Growth ETF worth $984K as of Q2 2026.
  • Advocacy Wealth Management Services sold 692 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $83.4K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #103 holding.
  • Advocacy Wealth Management Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and has held it in 21 quarters since.
  • Advocacy Wealth Management Services's iShares MSCI EAFE Growth ETF position peaked at $44.4M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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