Optivise Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$435K	Buy	5,207 +351	+7%	+$29.3K	0.22%	108
2025 Q1	$367K	Buy	4,856 +342	+8%	+$25.9K	0.21%	107
2024 Q4	$317K	Buy	4,514 +400	+10%	+$28.1K	0.17%	121
2024 Q3	$321K	Buy	4,114 +114	+3%	+$8.9K	0.17%	116
2024 Q2	$291K	Buy	+4,000	New	+$291K	0.16%	133