Guardian Wealth Advisors (North Carolina)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $700K | Sell |
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|
2025
Q2 | $10M | Buy |
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|
2025
Q1 | $8.4M | Buy |
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|
2024
Q4 | $7.77M | Buy |
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|
2024
Q3 | $22.6K | Hold |
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|
2024
Q2 | $21.5K | Hold |
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|
2024
Q1 | $21.8K | Hold |
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|
2023
Q4 | $20.3K | Hold |
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|
2023
Q3 | $18.1K | Sell |
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|
2023
Q2 | $26.2K | Sell |
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|
2023
Q1 | $44.3K | Sell |
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|
2022
Q4 | $44.9K | Buy |
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|
2022
Q3 | $34K | Buy |
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|
2022
Q2 | $28K | Buy |
|