Advocacy Wealth Management Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Advocacy Wealth Management Services’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.43M	Buy	93,106 +808	+0.9%	+$75.4K	0.37%	52
2025 Q4	$8.26M	Sell	92,298 -527	-0.6%	-$46.6K	0.35%	55
2025 Q3	$8.1M	Buy	92,825 +19,945	+27%	+$1.69M	0.35%	57
2025 Q2	$6.08M	Sell	72,880 -5,028	-6%	-$399K	0.37%	34
2025 Q1	$5.89M	Buy	77,908 +61,947	+388%	+$4.63M	0.4%	34
2024 Q4	$1.12M	Buy	15,961 +9,902	+163%	+$730K	0.09%	41
2024 Q3	$473K	Buy	6,059 +1,827	+43%	+$137K	0.04%	44
2024 Q2	$307K	Sell	4,232 -987	-19%	-$72.6K	0.03%	50
2024 Q1	$387K	Sell	5,219 -79	-1%	-$5.62K	0.03%	51
2023 Q4	$373K	Sell	5,298 -8,714	-62%	-$574K	0.04%	49
2023 Q3	$902K	Sell	14,012 -288	-2%	-$19.3K	0.1%	28
2023 Q2	$965K	Buy	14,300 +7,298	+104%	+$495K	0.11%	27
2023 Q1	$468K	Sell	7,002 -2,009	-22%	-$132K	0.06%	32
2022 Q4	$555K	Sell	9,011 -18,897	-68%	-$1.11M	0.07%	32
2022 Q3	$1.54M	Buy	27,908 +1,530	+6%	+$90K	0.23%	26
2022 Q2	$1.55M	Sell	26,378 -4,248	-14%	-$273K	0.25%	24
2022 Q1	$2.15M	Buy	30,626 +2,875	+10%	+$203K	0.37%	22
2021 Q4	$2.07M	Sell	27,751 -2,417	-8%	-$182K	0.35%	23
2021 Q3	$2.24M	Sell	30,168 -1,224	-4%	-$93.1K	0.4%	23
2021 Q2	$2.35M	Sell	31,392 -793	-2%	-$59.9K	0.43%	24
2021 Q1	$2.35M	Sell	32,185 -851	-3%	-$60.8K	0.47%	27
2020 Q4	$2.28M	Buy	33,036 +7,692	+30%	+$497K	0.34%	27
2020 Q3	$1.54M	Buy	25,344 +5,747	+29%	+$347K	0.25%	30
2020 Q2	$1.12M	Buy	19,597 +6,765	+53%	+$367K	0.23%	34
2020 Q1	$611K	Buy	12,832 +7,615	+146%	+$453K	0.14%	26
2019 Q4	$340K	Buy	5,217 +1,960	+60%	+$124K	0.1%	28
2019 Q3	$199K	Buy	3,257 +1,611	+98%	+$97.2K	0.13%	26
2019 Q2	$101K	Buy	1,646 +169	+11%	+$10.4K	0.07%	27
2019 Q1	$91K	Buy	1,477 +816	+123%	+$48.2K	0.1%	28
2018 Q4	$36K	Buy	661 +181	+38%	+$10.6K	0.03%	46
2018 Q3	$31K	Sell	480 -769	-62%	-$49K	0.02%	60
2018 Q2	$79K	Sell	1,249 -325	-21%	-$21.5K	0.05%	27
2018 Q1	$104K	Sell	1,574 -304	-16%	-$20.4K	0.07%	22
2017 Q4	$124K	Hold	1,878	–	–	0.09%	23
2017 Q3	$121K	Buy	1,878 +434	+30%	+$27.1K	0.05%	33
2017 Q2	$88K	Buy	1,444 +652	+82%	+$39.4K	0.03%	52
2017 Q1	$46K	Buy	+792	New	+$44.5K	0.02%	78

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Advocacy Wealth Management Services's IEFA Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.88% in Q1 2026, buying an estimated $75.4K and bringing the position to 93,106 shares worth $8.43M. The position accounts for 0.37% of the portfolio, ranked #52.

Advocacy Wealth Management Services first reported a position in IEFA in Q1 2017 and has held it in 37 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Advocacy Wealth Management Services held 93,106 shares of iShares Core MSCI EAFE ETF worth $8.43M as of Q1 2026.
Advocacy Wealth Management Services bought 808 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $75.4K.
iShares Core MSCI EAFE ETF made up 0.37% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #52 holding.
Advocacy Wealth Management Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 37 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.