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

Guardian Wealth Advisors (North Carolina)’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Buy
15,918
+674
+4% +$64.7K 0.09% 133
2026
Q1 		$1.38M Buy
15,244
+12
+0.1% +$1.12K 0.09% 126
2025
Q4 		$1.36M Buy
15,232
+155
+1% +$13.7K 0.08% 128
2025
Q3 		$1.32M Buy
15,077
+100
+0.7% +$8.5K 0.09% 123
2025
Q2 		$1.25M Buy
14,977
+506
+3% +$40.2K 0.09% 118
2025
Q1 		$1.09M Buy
14,471
+60
+0.4% +$4.49K 0.09% 120
2024
Q4 		$1.01M Buy
14,411
+10,604
+279% +$782K 0.08% 130
2024
Q3 		$297K Sell
3,807
-48
-1% -$3.59K 0.03% 214
2024
Q2 		$280K Sell
3,855
-718
-16% -$52.8K 0.03% 213
2024
Q1 		$339K Sell
4,573
-1,451
-24% -$103K 0.04% 196
2023
Q4 		$424K Sell
6,024
-95
-2% -$6.26K 0.06% 153
2023
Q3 		$394K Buy
6,119
+2,606
+74% +$174K 0.07% 146
2023
Q2 		$237K Buy
3,513
+1,543
+78% +$105K 0.04% 201
2023
Q1 		$132K Buy
1,970
+822
+72% +$53.9K 0.02% 230
2022
Q4 		$70.8K Buy
+1,148
New +$67.6K 0.01% 238

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IEFA Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.4% in Q2 2026, buying an estimated $64.7K and bringing the position to 15,918 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #133.

Guardian Wealth Advisors (North Carolina) first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 15,918 shares of iShares Core MSCI EAFE ETF worth $1.54M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 674 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $64.7K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #133 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.