Guardian Capital Advisors (Canada)’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,054
| Closed | -$468K | – | 176 |
|
|
2021
Q3 | $468K | Buy |
6,054
+65
| +1% | +$5.2K | 0.05% | 131 |
|
|
2021
Q2 | $475K | Buy |
5,989
+310
| +5% | +$24.6K | 0.05% | 134 |
|
|
2021
Q1 | $443K | Buy |
5,679
+25
| +0.4% | +$1.88K | 0.05% | 132 |
|
|
2020
Q4 | $419K | Sell |
5,654
-684
| -11% | -$46.8K | 0.06% | 131 |
|
|
2020
Q3 | $413K | Sell |
6,338
-430
| -6% | -$27.5K | 0.06% | 125 |
|
|
2020
Q2 | $308K | Sell |
6,768
-800
| -11% | -$46.3K | 0.06% | 123 |
|
|
2020
Q1 | $272K | Buy |
7,568
+15
| +0.2% | +$952 | 0.07% | 111 |
|
|
2019
Q4 | $528K | Sell |
7,553
-145
| -2% | -$9.79K | 0.07% | 119 |
|
|
2019
Q3 | $487K | Buy |
7,698
+75
| +1% | +$4.83K | 0.07% | 119 |
|
|
2019
Q2 | $508K | Sell |
7,623
-60
| -0.8% | -$3.93K | 0.07% | 122 |
|
|
2019
Q1 | $512K | Buy |
7,683
+646
| +9% | +$40.7K | 0.07% | 119 |
|
|
2018
Q4 | $427K | Buy |
7,037
+185
| +3% | +$11.6K | 0.06% | 126 |
|
|
2018
Q3 | $452K | Sell |
6,852
-2,750
| -29% | -$186K | 0.06% | 122 |
|
|
2018
Q2 | $651K | Buy |
9,602
+3,100
| +48% | +$217K | 0.09% | 107 |
|
|
2018
Q1 | $460K | Buy |
6,502
+850
| +15% | +$60.6K | 0.06% | 118 |
|
|
2017
Q4 | $419K | Buy |
5,652
+600
| +12% | +$41.7K | 0.05% | 125 |
|
|
2017
Q3 | $350K | Sell |
5,052
-150
| -3% | -$10K | 0.05% | 127 |
|
|
2017
Q2 | $343K | Buy |
5,202
+550
| +12% | +$35.6K | 0.05% | 128 |
|
|
2017
Q1 | $288K | Hold |
4,652
| – | – | 0.04% | 136 |
|
|
2016
Q4 | $276K | Sell |
4,652
-1,850
| -28% | -$107K | 0.04% | 144 |
|
|
2016
Q3 | $364K | Sell |
6,502
-2,450
| -27% | -$142K | 0.07% | 122 |
|
|
2016
Q2 | $464K | Sell |
8,952
-3,405
| -28% | -$196K | 0.09% | 113 |
|
|
2016
Q1 | $680K | Buy |
12,357
+7,130
| +136% | +$393K | 0.13% | 107 |
|
|
2015
Q4 | $269K | Buy |
5,227
+325
| +7% | +$19.6K | 0.06% | 140 |
|
|
2015
Q3 | $258K | Sell |
4,902
-4,650
| -49% | -$287K | 0.05% | 140 |
|
|
2015
Q2 | $607K | Buy |
9,552
+391
| +4% | +$26K | 0.11% | 115 |
|
|
2015
Q1 | $719K | Buy |
9,161
+4,710
| +106% | +$297K | 0.11% | 118 |
|
|
2014
Q4 | $294K | Sell |
4,451
-50
| -1% | -$3.12K | 0.05% | 153 |
|
|
2014
Q3 | $302K | Sell |
4,501
-3,207
| -42% | -$214K | 0.05% | 151 |
|
|
2014
Q2 | $508K | Buy |
7,708
+1,500
| +24% | +$103K | 0.09% | 133 |
|
|
2014
Q1 | $397K | Buy |
6,208
+1,500
| +32% | +$99.1K | 0.08% | 135 |
|
|
2013
Q4 | $313K | Buy |
4,708
+97
| +2% | +$6.34K | 0.06% | 149 |
|
|
2013
Q3 | $293K | Buy |
4,611
+80
| +2% | +$4.9K | 0.06% | 148 |
|
|
2013
Q2 | $255K | Buy |
+4,531
| New | +$274K | 0.07% | 131 |
|
Other funds holding EFA
Guardian Capital Advisors (Canada)'s EFA Position: Q4 2021 in Review
Guardian Capital Advisors (Canada) sold out of iShares MSCI EAFE ETF (EFA) in Q4 2021, closing a stake of 6,054 shares — an estimated $468K sold.
Guardian Capital Advisors (Canada) first reported a position in EFA in Q2 2013 and held it in 34 quarters. The position peaked at $719K in Q1 2015. 1,776 funds tracked by Wall St. Rank hold EFA as of Q4 2021.
- Guardian Capital Advisors (Canada) reported no remaining iShares MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
- Guardian Capital Advisors (Canada) sold 6,054 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $468K.
- Guardian Capital Advisors (Canada) first reported a position in iShares MSCI EAFE ETF in Q2 2013 and held it in 34 quarters.
- Guardian Capital Advisors (Canada)'s iShares MSCI EAFE ETF position peaked at $719K in Q1 2015.
- 1,776 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.
Based on Guardian Capital Advisors (Canada)'s 13F filing for Q4 2021, filed 10 Feb 2022.