Guardian Wealth Advisors (North Carolina)’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
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|
2025
Q1 | $9.35M | Buy |
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|
2024
Q4 | $8.01M | Buy |
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|
2024
Q3 | $230 | Hold |
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|
2024
Q2 | $212 | Hold |
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|
2024
Q1 | $218 | Hold |
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|
2023
Q4 | $208 | Hold |
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|
2023
Q3 | $196 | Sell |
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|
2023
Q2 | $8.37K | Hold |
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|
2023
Q1 | $8.3K | Hold |
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|
2022
Q4 | $7.84K | Buy |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $4K | Buy |
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