GWANC
Guardian Wealth Advisors (North Carolina)’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45 | Buy |
+1
| New | +$45 | ﹤0.01% | 549 |
|
|
2024
Q2 | – | Sell |
-65
| Closed | -$4.12K | – | 462 |
|
|
2024
Q1 | $4.12K | Sell |
65
-554
| -89% | -$35.1K | ﹤0.01% | 409 |
|
|
2023
Q4 | $37.8K | Hold |
619
| – | – | 0.01% | 328 |
|
|
2023
Q3 | $35.5K | Hold |
619
| – | – | 0.01% | 317 |
|
|
2023
Q2 | $36.5K | Buy |
619
+13
| +2% | +$767 | 0.01% | 301 |
|
|
2023
Q1 | $36.1K | Buy |
606
+42
| +7% | +$2.5K | 0.01% | 292 |
|
|
2022
Q4 | $31.9K | Hold |
564
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $28K | Hold |
564
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $31K | Buy |
564
+377
| +202% | +$20.7K | 0.01% | 252 |
|
|
2022
Q1 | $12K | Hold |
187
| – | – | 0.01% | 212 |
|
|
2021
Q4 | $14K | Buy |
+187
| New | +$14K | 0.01% | 195 |
|