Prio Wealth Limited Partnership’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
2024
Q3
$1.64M Hold
20,976
0.05% 125
2024
Q2
$1.52M Buy
20,976
+3,124
+17% +$227K 0.05% 126
2024
Q1
$1.32M Buy
17,852
+3,269
+22% +$243K 0.04% 139
2023
Q4
$1.03M Sell
14,583
-70
-0.5% -$4.93K 0.04% 141
2023
Q3
$943K Buy
+14,653
New +$943K 0.04% 139