AWMS
Advocacy Wealth Management Services’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.1M | Buy |
1,119,888
+412,861
| +58% | +$26.2M | 4.36% | 8 |
|
|
2025
Q1 | $41.7M | Sell |
707,027
-90,481
| -11% | -$5.33M | 2.84% | 11 |
|
|
2024
Q4 | $41.8M | Buy |
797,508
+43,730
| +6% | +$2.29M | 3.18% | 12 |
|
|
2024
Q3 | $43.4M | Buy |
753,778
+486,120
| +182% | +$28M | 3.4% | 10 |
|
|
2024
Q2 | $14.2M | Sell |
267,658
-87,545
| -25% | -$4.64M | 1.17% | 19 |
|
|
2024
Q1 | $19.3M | Sell |
355,203
-171,364
| -33% | -$9.32M | 1.66% | 16 |
|
|
2023
Q4 | $27.4M | Buy |
+526,567
| New | +$27.4M | 2.6% | 14 |
|
|
2023
Q2 | – | Sell |
-13,509
| Closed | -$656K | – | 38 |
|
|
2023
Q1 | $656K | Buy |
+13,509
| New | +$656K | 0.08% | 30 |
|
|
2022
Q2 | – | Sell |
-274
| Closed | -$14K | – | 152 |
|
|
2022
Q1 | $14K | Buy |
+274
| New | +$14K | ﹤0.01% | 99 |
|
|
2018
Q2 | – | Sell |
-669
| Closed | -$36K | – | 179 |
|
|
2018
Q1 | $36K | Hold |
669
| – | – | 0.02% | 50 |
|
|
2017
Q4 | $37K | Hold |
669
| – | – | 0.03% | 62 |
|
|
2017
Q3 | $37K | Hold |
669
| – | – | 0.01% | 82 |
|
|
2017
Q2 | $35K | Hold |
669
| – | – | 0.01% | 93 |
|
|
2017
Q1 | $34K | Sell |
669
-39
| -6% | -$1.98K | 0.01% | 100 |
|
|
2016
Q4 | $33K | Buy |
+708
| New | +$33K | 0.01% | 102 |
|