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

Guardian Wealth Advisors (North Carolina)’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$537K	Buy	4,318 +46	+1%	+$5.55K	0.03%	225
2026 Q1	$476K	Sell	4,272 -1,467	-26%	-$173K	0.03%	222
2025 Q4	$654K	Sell	5,739 -407	-7%	-$46.7K	0.04%	191
2025 Q3	$700K	Sell	6,146 -83,246	-93%	-$9.28M	0.05%	174
2025 Q2	$10M	Buy	89,392 +5,359	+6%	+$565K	0.71%	32
2025 Q1	$8.4M	Buy	84,033 +3,809	+5%	+$388K	0.67%	32
2024 Q4	$7.77M	Buy	80,224 +80,014	+38,102%	+$8.13M	0.61%	36
2024 Q3	$22.6K	Hold	210	–	–	﹤0.01%	349
2024 Q2	$21.5K	Hold	210	–	–	﹤0.01%	341
2024 Q1	$21.8K	Hold	210	–	–	﹤0.01%	359
2023 Q4	$20.3K	Hold	210	–	–	﹤0.01%	351
2023 Q3	$18.1K	Sell	210 -65	-24%	-$5.99K	﹤0.01%	335
2023 Q2	$26.2K	Sell	275 -198	-42%	-$18.8K	﹤0.01%	312
2023 Q1	$44.3K	Sell	473 -63	-12%	-$5.67K	0.01%	279
2022 Q4	$44.9K	Buy	536 +65	+14%	+$5.25K	0.01%	260
2022 Q3	$34K	Buy	471 +119	+34%	+$9.71K	0.01%	251
2022 Q2	$28K	Buy	+352	New	+$30.6K	0.01%	257

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.1% in Q2 2026, buying an estimated $5.55K and bringing the position to 4,318 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #225.

Guardian Wealth Advisors (North Carolina) first reported a position in EFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $10M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 4,318 shares of iShares MSCI EAFE Growth ETF worth $537K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 46 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $5.55K.
iShares MSCI EAFE Growth ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #225 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 17 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares MSCI EAFE Growth ETF position peaked at $10M in Q2 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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