Provenance Wealth Advisors’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 | $89.4K | Hold |
1,071
| – | – | 0.01% | 170 |
|
|
2025
Q1 | $81K | Hold |
1,071
| – | – | 0.01% | 197 |
|
|
2024
Q4 | $75.3K | Hold |
1,071
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $83.6K | Hold |
1,071
| – | – | 0.01% | 205 |
|
|
2024
Q2 | $77.8K | Hold |
1,071
| – | – | 0.01% | 189 |
|
|
2024
Q1 | $79.5K | Buy |
1,071
+528
| +97% | +$39.2K | 0.01% | 199 |
|
|
2023
Q4 | $38.2K | Buy |
+543
| New | +$38.2K | 0.01% | 220 |
|