Optivise Advisory 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
Q3
Sell
2025
Q2
$435K Buy
2025
Q1
$367K Buy
2024
Q4
$317K Buy
2024
Q3
$321K Buy
2024
Q2
$291K Buy