Guardian Wealth Advisors (North Carolina)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
|
|||||
|
2025
Q1 | $1.09M | Buy |
|
|||||
|
2024
Q4 | $1.01M | Buy |
|
|||||
|
2024
Q3 | $297K | Sell |
|
|||||
|
2024
Q2 | $280K | Sell |
|
|||||
|
2024
Q1 | $339K | Sell |
|
|||||
|
2023
Q4 | $424K | Sell |
|
|||||
|
2023
Q3 | $394K | Buy |
|
|||||
|
2023
Q2 | $237K | Buy |
|
|||||
|
2023
Q1 | $132K | Buy |
|
|||||
|
2022
Q4 | $70.8K | Buy |
|