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Guardian Wealth Advisors (North Carolina)’s iShares MSCI EAFE ETF EFA Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,300
Closed -$126K – 423
2026
Q1 		$126K Buy
+1,300
New +$130K 0.01% 378
2025
Q3 		– Sell
-708
Closed -$63.3K – 390
2025
Q2 		$63.3K Hold
708
– – ﹤0.01% 389
2025
Q1 		$57.9K Sell
708
-123
-15% -$9.91K ﹤0.01% 371
2024
Q4 		$62.8K Buy
+831
New +$65.8K 0.01% 357
2024
Q2 		– Sell
-39
Closed -$3.12K – 445
2024
Q1 		$3.12K Buy
+39
New +$2.98K ﹤0.01% 421
2023
Q4 		– Sell
-252
Closed -$17.4K – 447
2023
Q3 		$17.4K Buy
252
+192
+320% +$13.8K ﹤0.01% 338
2023
Q2 		$4.35K Sell
60
-25
-29% -$1.81K ﹤0.01% 369
2023
Q1 		$6.08K Buy
85
+25
+42% +$1.75K ﹤0.01% 353
2022
Q4 		$3.94K Hold
60
– – ﹤0.01% 338
2022
Q3 		$3K Sell
60
-537
-90% -$33.5K ﹤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 +$47.3K 0.02% 180

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s EFA Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 1,300 shares — an estimated $126K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in EFA in Q4 2021 and held it in 13 quarters. The position peaked at $126K in Q1 2026. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,300 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $126K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 13 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares MSCI EAFE ETF position peaked at $126K in Q1 2026.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.