Guardian Wealth Advisors (North Carolina)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
89,392
+5,359
| +6% | +$600K | 0.71% | 32 |
|
|
2025
Q1 | $8.4M | Buy |
84,033
+3,809
| +5% | +$381K | 0.67% | 32 |
|
|
2024
Q4 | $7.77M | Buy |
80,224
+80,014
| +38,102% | +$7.75M | 0.61% | 35 |
|
|
2024
Q3 | $22.6K | Hold |
210
| – | – | ﹤0.01% | 348 |
|
|
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% | -$5.61K | ﹤0.01% | 335 |
|
|
2023
Q2 | $26.2K | Sell |
275
-198
| -42% | -$18.9K | ﹤0.01% | 312 |
|
|
2023
Q1 | $44.3K | Sell |
473
-63
| -12% | -$5.9K | 0.01% | 279 |
|
|
2022
Q4 | $44.9K | Buy |
536
+65
| +14% | +$5.44K | 0.01% | 260 |
|
|
2022
Q3 | $34K | Buy |
471
+119
| +34% | +$8.59K | 0.01% | 251 |
|
|
2022
Q2 | $28K | Buy |
+352
| New | +$28K | 0.01% | 257 |
|