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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$71.1M Buy
2025
Q1
$41.7M Sell
2024
Q4
$41.8M Buy
2024
Q3
$43.4M Buy
2024
Q2
$14.2M Sell
2024
Q1
$19.3M Sell
2023
Q4
$27.4M Buy
2023
Q2
Sell
2023
Q1
$656K Buy
2022
Q2
Sell
2022
Q1
$14K Buy
2018
Q2
Sell
2018
Q1
$36K Hold
2017
Q4
$37K Hold
2017
Q3
$37K Hold
2017
Q2
$35K Hold
2017
Q1
$34K Sell
2016
Q4
$33K Buy