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

Advocacy Wealth Management Services, LLC

  • $1.19 Billion
  • Q1 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 707,027 shares of EFV stock, worth $44.8 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
707,027
Previous 797,508 11.35%
Holding current value
$44.8 Million
Previous $41.8 Million 0.41%
% of portfolio
3.5%
Previous 3.42%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,124
Shares Held
296M
Call Options Held
1.56M
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
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