Provenance Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Provenance Wealth Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.6M	Buy	140,818 +21,097	+18%	+$2.03M	1.3%	15
2026 Q1	$10.8M	Buy	119,721 +118,432	+9,188%	+$11.1M	1.15%	15
2025 Q4	$115K	Buy	1,289 +218	+20%	+$19.3K	0.01%	142
2025 Q3	$93.5K	Hold	1,071	–	–	0.01%	166
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%	+$37.6K	0.01%	199
2023 Q4	$38.2K	Buy	+543	New	+$35.8K	0.01%	220

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Provenance Wealth Advisors's IEFA Position: Q2 2026 in Review

Provenance Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q2 2026, buying an estimated $2.03M and bringing the position to 140,818 shares worth $13.6M. The position accounts for 1.3% of the portfolio, ranked #15.

Provenance Wealth Advisors first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Provenance Wealth Advisors held 140,818 shares of iShares Core MSCI EAFE ETF worth $13.6M as of Q2 2026.
Provenance Wealth Advisors bought 21,097 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.03M.
iShares Core MSCI EAFE ETF made up 1.3% of Provenance Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Provenance Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.