PWA
Provenance Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.81M | Buy |
109,774
+16,436
| +18% | +$1.47M | 1.41% | 11 |
|
|
2025
Q1 | $7.63M | Sell |
93,338
-6,455
| -6% | -$528K | 1.1% | 13 |
|
|
2024
Q4 | $7.55M | Buy |
99,793
+62,225
| +166% | +$4.7M | 0.97% | 13 |
|
|
2024
Q3 | $3.14M | Sell |
37,568
-610
| -2% | -$51K | 0.39% | 21 |
|
|
2024
Q2 | $2.99M | Buy |
38,178
+783
| +2% | +$61.3K | 0.42% | 19 |
|
|
2024
Q1 | $2.99M | Sell |
37,395
-1,724
| -4% | -$138K | 0.42% | 19 |
|
|
2023
Q4 | $2.95M | Buy |
39,119
+5,681
| +17% | +$428K | 0.4% | 20 |
|
|
2023
Q3 | $2.3M | Buy |
+33,438
| New | +$2.3M | 0.37% | 22 |
|