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Guardian Wealth Advisors (North Carolina)’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio EUFN Stock Details EUFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,386
Closed -$155K – 459
2023
Q4 		$155K Sell
7,386
-2,384
-24% -$46.5K 0.02% 250
2023
Q3 		$185K Sell
9,770
-989
-9% -$19.1K 0.03% 240
2023
Q2 		$206K Sell
10,759
-533
-5% -$10.3K 0.04% 224
2023
Q1 		$211K Buy
11,292
+698
+7% +$13.4K 0.04% 210
2022
Q4 		$186K Sell
10,594
-300
-3% -$4.86K 0.04% 201
2022
Q3 		$152K Sell
10,894
-355
-3% -$5.48K 0.03% 197
2022
Q2 		$179K Sell
11,249
-333
-3% -$5.8K 0.03% 191
2022
Q1 		$219K Buy
+11,582
New +$230K 0.09% 157

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CWM
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ACIM
Azimuth Capital Investment Management Bloomfield Hills, Michigan $2.66B AUM 22.87% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return