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

Advocacy Wealth Management Services’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,085
Closed -$1.2M – 155
2026
Q1 		$1.2M Sell
16,085
-1,008,638
-98% -$75.8M 0.05% 85
2025
Q4 		$73.2M Sell
1,024,723
-112,677
-10% -$7.83M 3.06% 10
2025
Q3 		$77.1M Buy
1,137,400
+17,512
+2% +$1.15M 3.35% 9
2025
Q2 		$71.1M Buy
1,119,888
+412,861
+58% +$25.3M 4.36% 8
2025
Q1 		$41.7M Sell
707,027
-90,481
-11% -$5.12M 2.84% 11
2024
Q4 		$41.8M Buy
797,508
+43,730
+6% +$2.39M 3.18% 12
2024
Q3 		$43.4M Buy
753,778
+486,120
+182% +$26.8M 3.4% 10
2024
Q2 		$14.2M Sell
267,658
-87,545
-25% -$4.76M 1.17% 19
2024
Q1 		$19.3M Sell
355,203
-171,364
-33% -$8.94M 1.66% 16
2023
Q4 		$27.4M Buy
+526,567
New +$26.1M 2.6% 14
2023
Q2 		– Sell
-13,509
Closed -$656K – 38
2023
Q1 		$656K Buy
+13,509
New +$654K 0.08% 30
2022
Q2 		– Sell
-274
Closed -$14K – 152
2022
Q1 		$14K Buy
+274
New +$13.9K ﹤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% -$1.92K 0.01% 100
2016
Q4 		$33K Buy
+708
New +$32.9K 0.01% 102

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 16,085 shares — an estimated $1.2M sold.

Advocacy Wealth Management Services first reported a position in EFV in Q4 2016 and held it in 18 quarters. The position peaked at $77.1M in Q3 2025. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Advocacy Wealth Management Services reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 16,085 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.2M.
  • Advocacy Wealth Management Services first reported a position in iShares MSCI EAFE Value ETF in Q4 2016 and held it in 18 quarters.
  • Advocacy Wealth Management Services's iShares MSCI EAFE Value ETF position peaked at $77.1M in Q3 2025.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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