Guardian Wealth Advisors (North Carolina)’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.3K | Hold |
708
| – | – | ﹤0.01% | 389 |
|
|
2025
Q1 | $57.9K | Sell |
708
-123
| -15% | -$10.1K | ﹤0.01% | 371 |
|
|
2024
Q4 | $62.8K | Buy |
+831
| New | +$62.8K | 0.01% | 356 |
|
|
2024
Q2 | – | Sell |
-39
| Closed | -$3.12K | – | 445 |
|
|
2024
Q1 | $3.12K | Buy |
+39
| New | +$3.12K | ﹤0.01% | 421 |
|
|
2023
Q4 | – | Sell |
-252
| Closed | -$17.4K | – | 447 |
|
|
2023
Q3 | $17.4K | Buy |
252
+192
| +320% | +$13.2K | ﹤0.01% | 338 |
|
|
2023
Q2 | $4.35K | Sell |
60
-25
| -29% | -$1.81K | ﹤0.01% | 369 |
|
|
2023
Q1 | $6.08K | Buy |
85
+25
| +42% | +$1.79K | ﹤0.01% | 353 |
|
|
2022
Q4 | $3.94K | Hold |
60
| – | – | ﹤0.01% | 338 |
|
|
2022
Q3 | $3K | Sell |
60
-537
| -90% | -$26.9K | ﹤0.01% | 316 |
|
|
2022
Q2 | $37K | Hold |
597
| – | – | 0.01% | 250 |
|
|
2022
Q1 | $40K | Hold |
597
| – | – | 0.02% | 194 |
|
|
2021
Q4 | $40K | Buy |
+597
| New | +$40K | 0.02% | 180 |
|