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Provence Wealth Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$72.8K Sell
1,035
-122
-11% -$8.04K 0.04% 195
2023
Q3 		$74.5K Buy
+1,157
New +$77.5K 0.05% 179

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Provence Wealth Management Group's IEFA Position: Q4 2023 in Review

Provence Wealth Management Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q4 2023, selling an estimated $8.04K and leaving 1,035 shares worth $72.8K. The position accounts for 0.04% of the portfolio, ranked #195.

Provence Wealth Management Group first reported a position in IEFA in Q3 2023 and has held it in 2 quarters since. The position peaked at $74.5K in Q3 2023. 1,744 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • Provence Wealth Management Group held 1,035 shares of iShares Core MSCI EAFE ETF worth $72.8K as of Q4 2023.
  • Provence Wealth Management Group sold 122 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $8.04K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Provence Wealth Management Group's portfolio in Q4 2023, its #195 holding.
  • Provence Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's iShares Core MSCI EAFE ETF position peaked at $74.5K in Q3 2023.
  • 1,744 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.