AWMS
Advocacy Wealth Management Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Sell |
72,880
-5,028
| -6% | -$420K | 0.37% | 34 |
|
|
2025
Q1 | $5.89M | Buy |
77,908
+61,947
| +388% | +$4.69M | 0.4% | 34 |
|
|
2024
Q4 | $1.12M | Buy |
15,961
+9,902
| +163% | +$696K | 0.09% | 41 |
|
|
2024
Q3 | $473K | Buy |
6,059
+1,827
| +43% | +$143K | 0.04% | 44 |
|
|
2024
Q2 | $307K | Sell |
4,232
-987
| -19% | -$71.7K | 0.03% | 50 |
|
|
2024
Q1 | $387K | Sell |
5,219
-79
| -1% | -$5.86K | 0.03% | 51 |
|
|
2023
Q4 | $373K | Sell |
5,298
-8,714
| -62% | -$613K | 0.04% | 49 |
|
|
2023
Q3 | $902K | Sell |
14,012
-288
| -2% | -$18.5K | 0.1% | 28 |
|
|
2023
Q2 | $965K | Buy |
14,300
+7,298
| +104% | +$493K | 0.11% | 27 |
|
|
2023
Q1 | $468K | Sell |
7,002
-2,009
| -22% | -$134K | 0.06% | 32 |
|
|
2022
Q4 | $555K | Sell |
9,011
-18,897
| -68% | -$1.16M | 0.07% | 32 |
|
|
2022
Q3 | $1.54M | Buy |
27,908
+1,530
| +6% | +$84.5K | 0.23% | 26 |
|
|
2022
Q2 | $1.55M | Sell |
26,378
-4,248
| -14% | -$250K | 0.25% | 24 |
|
|
2022
Q1 | $2.15M | Buy |
30,626
+2,875
| +10% | +$202K | 0.37% | 22 |
|
|
2021
Q4 | $2.07M | Sell |
27,751
-2,417
| -8% | -$180K | 0.35% | 23 |
|
|
2021
Q3 | $2.24M | Sell |
30,168
-1,224
| -4% | -$90.9K | 0.4% | 23 |
|
|
2021
Q2 | $2.35M | Sell |
31,392
-793
| -2% | -$59.4K | 0.43% | 24 |
|
|
2021
Q1 | $2.35M | Sell |
32,185
-851
| -3% | -$62.2K | 0.47% | 27 |
|
|
2020
Q4 | $2.28M | Buy |
33,036
+7,692
| +30% | +$531K | 0.34% | 27 |
|
|
2020
Q3 | $1.54M | Buy |
25,344
+5,747
| +29% | +$349K | 0.25% | 30 |
|
|
2020
Q2 | $1.12M | Buy |
19,597
+6,765
| +53% | +$387K | 0.23% | 34 |
|
|
2020
Q1 | $611K | Buy |
12,832
+7,615
| +146% | +$363K | 0.14% | 26 |
|
|
2019
Q4 | $340K | Buy |
5,217
+1,960
| +60% | +$128K | 0.1% | 28 |
|
|
2019
Q3 | $199K | Buy |
3,257
+1,611
| +98% | +$98.4K | 0.13% | 26 |
|
|
2019
Q2 | $101K | Buy |
1,646
+169
| +11% | +$10.4K | 0.07% | 27 |
|
|
2019
Q1 | $91K | Buy |
1,477
+816
| +123% | +$50.3K | 0.1% | 28 |
|
|
2018
Q4 | $36K | Buy |
661
+181
| +38% | +$9.86K | 0.03% | 46 |
|
|
2018
Q3 | $31K | Sell |
480
-769
| -62% | -$49.7K | 0.02% | 60 |
|
|
2018
Q2 | $79K | Sell |
1,249
-325
| -21% | -$20.6K | 0.05% | 27 |
|
|
2018
Q1 | $104K | Sell |
1,574
-304
| -16% | -$20.1K | 0.07% | 22 |
|
|
2017
Q4 | $124K | Hold |
1,878
| – | – | 0.09% | 23 |
|
|
2017
Q3 | $121K | Buy |
1,878
+434
| +30% | +$28K | 0.05% | 33 |
|
|
2017
Q2 | $88K | Buy |
1,444
+652
| +82% | +$39.7K | 0.03% | 52 |
|
|
2017
Q1 | $46K | Buy |
+792
| New | +$46K | 0.02% | 78 |
|