Guardian Wealth Management (Illinois)’s iShares MSCI EAFE ETF EFA Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,074	Closed	-$74K	–	262
2023 Q3	$74K	Hold	1,074	–	–	0.07%	95
2023 Q2	$77.9K	Sell	1,074 -2,887	-73%	-$210K	0.07%	94
2023 Q1	$283K	Sell	3,961 -116	-3%	-$8.11K	0.27%	63
2022 Q4	$268K	Buy	4,077 +12	+0.3%	+$752	0.26%	69
2022 Q3	$228K	Hold	4,065	–	–	0.26%	68
2022 Q2	$254K	Buy	4,065 +69	+2%	+$4.7K	0.27%	67
2022 Q1	$294K	Buy	3,996 +5	+0.1%	+$374	0.29%	69
2021 Q4	$314K	Buy	+3,991	New	+$316K	0.3%	64

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s EFA Position: Q4 2023 in Review

Guardian Wealth Management (Illinois) sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 1,074 shares — an estimated $74K sold.

Guardian Wealth Management (Illinois) first reported a position in EFA in Q4 2021 and held it in 8 quarters. The position peaked at $314K in Q4 2021. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

Guardian Wealth Management (Illinois) reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 1,074 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $74K.
Guardian Wealth Management (Illinois) first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 8 quarters.
Guardian Wealth Management (Illinois)'s iShares MSCI EAFE ETF position peaked at $314K in Q4 2021.
1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2023, filed 14 Feb 2024.