GWANC
Guardian Wealth Advisors (North Carolina)’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
164,334
+5,703
| +4% | +$362K | 0.73% | 30 |
|
|
2025
Q1 | $9.35M | Buy |
158,631
+5,996
| +4% | +$353K | 0.75% | 29 |
|
|
2024
Q4 | $8.01M | Buy |
152,635
+152,631
| +3,815,775% | +$8.01M | 0.63% | 34 |
|
|
2024
Q3 | $230 | Hold |
4
| – | – | ﹤0.01% | 444 |
|
|
2024
Q2 | $212 | Hold |
4
| – | – | ﹤0.01% | 433 |
|
|
2024
Q1 | $218 | Hold |
4
| – | – | ﹤0.01% | 449 |
|
|
2023
Q4 | $208 | Hold |
4
| – | – | ﹤0.01% | 436 |
|
|
2023
Q3 | $196 | Sell |
4
-167
| -98% | -$8.18K | ﹤0.01% | 417 |
|
|
2023
Q2 | $8.37K | Hold |
171
| – | – | ﹤0.01% | 348 |
|
|
2023
Q1 | $8.3K | Hold |
171
| – | – | ﹤0.01% | 342 |
|
|
2022
Q4 | $7.85K | Buy |
171
+167
| +4,175% | +$7.66K | ﹤0.01% | 323 |
|
|
2022
Q3 | $0 | Sell |
4
-97
| -96% | – | ﹤0.01% | 347 |
|
|
2022
Q2 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 316 |
|