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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.7M	Sell	171,167 -713	-0.4%	-$53.6K	0.8%	27
2025 Q4	$12.3M	Buy	171,880 +376	+0.2%	+$26.1K	0.76%	32
2025 Q3	$11.6M	Buy	171,504 +7,170	+4%	+$472K	0.75%	32
2025 Q2	$10.4M	Buy	164,334 +5,703	+4%	+$349K	0.73%	30
2025 Q1	$9.35M	Buy	158,631 +5,996	+4%	+$339K	0.75%	29
2024 Q4	$8.01M	Buy	152,635 +152,631	+3,815,775%	+$8.36M	0.63%	35
2024 Q3	$230	Hold	4	–	–	﹤0.01%	445
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%	-$8.27K	﹤0.01%	417
2023 Q2	$8.37K	Hold	171	–	–	﹤0.01%	348
2023 Q1	$8.3K	Hold	171	–	–	﹤0.01%	342
2022 Q4	$7.84K	Buy	171 +167	+4,175%	+$7.25K	﹤0.01%	323
2022 Q3	$0	Sell	4 -97	-96%	-$4.13K	﹤0.01%	347
2022 Q2	$4K	Buy	+101	New	+$4.81K	﹤0.01%	316

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

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

Guardian Wealth Advisors (North Carolina)'s EFV Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.41% in Q1 2026, selling an estimated $53.6K and leaving 171,167 shares worth $12.7M. The position accounts for 0.8% of the portfolio, ranked #27.

Guardian Wealth Advisors (North Carolina) first reported a position in EFV in Q2 2022 and has held it in 16 quarters since. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 171,167 shares of iShares MSCI EAFE Value ETF worth $12.7M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 713 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $53.6K.
iShares MSCI EAFE Value ETF made up 0.8% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #27 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI EAFE Value ETF in Q2 2022 and has held it in 16 quarters since.
1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.