Provenance Reportedly Expands Holdings Across Five ETFs

Provenance Wealth Advisors increased its third-quarter holdings in several ETFs, adding 53.4% to its iShares Core MSCI EAFE ETF position, 24% to its iShares MSCI EAFE ETF stake, 6.9% to its iShares Russell 3000 ETF holdings and 5.2% to its SPDR Portfolio S&P 500 Value ETF position. It also opened a new position in the Fidelity Enhanced Small Cap ETF, acquiring about 401,000 shares valued at approximately $18 million. The reported transactions show the adviser expanding exposure across international, broad-market, value and small-cap funds.