Advocacy Wealth Management Services, LLC Msci Eafe Value ETF Transaction History

Advocacy Wealth Management Services, LLC

$1.29 Billion
Q2 2025

A detailed history of Advocacy Wealth Management Services, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 1,119,888 shares of EFV stock, worth $76.2 Million. This represents 5.5% of its overall portfolio holdings.

Number of Shares

1,119,888

Previous 707,027 58.39%

Holding current value

$76.2 Million

Previous $41.7 Million 70.59%

% of portfolio

5.5%

Previous 3.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$52.4 - $64.65 $21.6 Million - $26.7 Million	412,861 Added 58.39%	1,119,888 $71.1 Million
Q1 2025 May 06, 2025	SELL	$51.88 - $60.73 $4.69 Million - $5.49 Million	-90,481 Reduced 11.35%	707,027 $41.7 Million
Q4 2024 Feb 14, 2025	BUY	$51.78 - $57.15 $2.26 Million - $2.5 Million	43,730 Added 5.8%	797,508 $41.8 Million
Q3 2024 Oct 31, 2024	BUY	$51.72 - $57.96 $25.1 Million - $28.2 Million	486,120 Added 181.62%	753,778 $43.4 Million
Q2 2024 Jul 10, 2024	SELL	$52.34 - $56.41 $4.58 Million - $4.94 Million	-87,545 Reduced 24.65%	267,658 $14.2 Million
Q1 2024 Apr 15, 2024	SELL	$50.46 - $54.5 $8.65 Million - $9.34 Million	-171,364 Reduced 32.54%	355,203 $19.3 Million
Q4 2023 Jan 23, 2024	BUY	$46.57 - $52.25 $24.5 Million - $27.5 Million	526,567 New	526,567 $27.4 Million
Q1 2023 Apr 14, 2023	BUY	$45.61 - $50.02 $616,145 - $675,720	13,509 New	13,509 $655,000
Q2 2022 Jul 06, 2022	SELL	$43.33 - $50.78 $11,872 - $13,913	-274 Closed	0 $0
Q1 2022 Apr 04, 2022	BUY	$45.64 - $53.35 $12,505 - $14,617	274 New	274 $14,000
Q2 2018 Jul 09, 2018	SELL	$50.85 - $56.38 $34,018 - $37,718	-669 Closed	0 $0
Q3 2017 Oct 13, 2017	BUY	$53.95 - $54.6 $36,092 - $36,527	669	669 $37,000

Others Institutions Holding EFV

# of Institutions

1,216

Shares Held

355M

Call Options Held

1.3M

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Account

Advocacy Wealth Management Services, LLC Msci Eafe Value ETF Transaction History