Advocacy Wealth Management Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Sell |
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|
2025
Q1 | $5.89M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $902K | Sell |
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|
2023
Q2 | $965K | Buy |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $555K | Sell |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $2.07M | Sell |
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|
2021
Q3 | $2.24M | Sell |
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|
2021
Q2 | $2.35M | Sell |
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|
2021
Q1 | $2.35M | Sell |
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|
2020
Q4 | $2.28M | Buy |
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|
2020
Q3 | $1.54M | Buy |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | $611K | Buy |
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|
2019
Q4 | $340K | Buy |
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|
2019
Q3 | $199K | Buy |
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|
2019
Q2 | $101K | Buy |
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|
2019
Q1 | $91K | Buy |
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|
2018
Q4 | $36K | Buy |
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|
2018
Q3 | $31K | Sell |
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|
2018
Q2 | $79K | Sell |
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|
2018
Q1 | $104K | Sell |
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|
2017
Q4 | $124K | Hold |
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|
2017
Q3 | $121K | Buy |
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|
2017
Q2 | $88K | Buy |
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|
2017
Q1 | $46K | Buy |
|