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Ishares Tr hdg msci eafe shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of Ishares Tr hdg msci eafe (HEFA) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services investment in Ishares Tr hdg msci eafe

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr hdg msci eafe held by Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr hdg msci eafe by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 366k 34.88
2022-09-30 $42k 1.4k 30.91
2022-06-30 $56k 1.8k 31.87

More positions owned by Advocacy Wealth Management Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Msci Emrg Chn (EMXC)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)
Angel Oak Funds Trust Income Etf (CARY)
Doubleline Etf Trust Mortgage Etf (DMBS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Advocacy Wealth Management Services

Top funds holding Ishares Tr hdg msci eafe

Goldman Sachs Group
United Capital Financial Advisers
Coldstream Capital Management
Jpmorgan Chase & Co
Quotient Wealth Partners
Partners Capital Investment Group
Bank of New York Mellon
CWM
Park Avenue Securities
First Interstate Bank
Wells Fargo & Company
Jordan Park Group
Cambridge Investment Research Advisors
Us Bancorp
Bank of America Corporation

View all funds holding Ishares Tr hdg msci eafe