AWMS
Advocacy Wealth Management Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.4M | Sell |
298,161
-4,321
| -1% | -$484K | 2.05% | 18 |
|
|
2025
Q1 | $30.2M | Sell |
302,482
-155,983
| -34% | -$15.6M | 2.06% | 16 |
|
|
2024
Q4 | $44.4M | Buy |
458,465
+159,701
| +53% | +$15.5M | 3.38% | 10 |
|
|
2024
Q3 | $32.2M | Sell |
298,764
-44,168
| -13% | -$4.75M | 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% | -$9.56M | 1.1% | 20 |
|
|
2023
Q4 | $20.9M | Buy |
+215,681
| New | +$20.9M | 1.98% | 16 |
|
|
2022
Q2 | – | Sell |
-104
| Closed | -$10K | – | 151 |
|
|
2022
Q1 | $10K | Buy |
+104
| New | +$10K | ﹤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% | -$961 | 0.01% | 168 |
|
|
2016
Q4 | $16K | Sell |
247
-11
| -4% | -$713 | ﹤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% | +$8.55K | 0.02% | 243 |
|
|
2015
Q4 | $20K | Buy |
+296
| New | +$20K | 0.02% | 268 |
|