Prio Wealth Limited Partnership’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
2024
Q3
$1.64M Hold
2024
Q2
$1.52M Buy
2024
Q1
$1.32M Buy
2023
Q4
$1.03M Sell
2023
Q3
$943K Buy