Guardian Wealth Advisors (North Carolina)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
14,977
+506
| +3% | +$42.2K | 0.09% | 118 |
|
|
2025
Q1 | $1.09M | Buy |
14,471
+60
| +0.4% | +$4.54K | 0.09% | 120 |
|
|
2024
Q4 | $1.01M | Buy |
14,411
+10,604
| +279% | +$745K | 0.08% | 129 |
|
|
2024
Q3 | $297K | Sell |
3,807
-48
| -1% | -$3.75K | 0.03% | 213 |
|
|
2024
Q2 | $280K | Sell |
3,855
-718
| -16% | -$52.2K | 0.03% | 213 |
|
|
2024
Q1 | $339K | Sell |
4,573
-1,451
| -24% | -$108K | 0.04% | 196 |
|
|
2023
Q4 | $424K | Sell |
6,024
-95
| -2% | -$6.68K | 0.06% | 153 |
|
|
2023
Q3 | $394K | Buy |
6,119
+2,606
| +74% | +$168K | 0.07% | 146 |
|
|
2023
Q2 | $237K | Buy |
3,513
+1,543
| +78% | +$104K | 0.04% | 201 |
|
|
2023
Q1 | $132K | Buy |
1,970
+822
| +72% | +$55K | 0.02% | 230 |
|
|
2022
Q4 | $70.8K | Buy |
+1,148
| New | +$70.8K | 0.01% | 238 |
|