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

Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-165	Closed	-$12.5K	–	131
2025 Q1	$12.5K	Sell	165 -1	-0.6%	-$75	0.01%	148
2024 Q4	$11.6K	Hold	166	–	–	0.01%	161
2024 Q3	$13K	Sell	166 -75	-31%	-$5.61K	0.01%	155
2024 Q2	$17.5K	Buy	241 +5	+2%	+$368	0.01%	140
2024 Q1	$17.5K	Hold	236	–	–	0.01%	138
2023 Q4	$16.6K	Buy	236 +3	+1%	+$198	0.01%	141
2023 Q3	$15K	Hold	233	–	–	0.01%	143
2023 Q2	$15.7K	Buy	233 +4	+2%	+$271	0.01%	144
2023 Q1	$15.3K	Hold	229	–	–	0.01%	145
2022 Q4	$14.1K	Sell	229 -87	-28%	-$5.12K	0.01%	153
2022 Q3	$17K	Buy	316 +89	+39%	+$5.23K	0.02%	139
2022 Q2	$13K	Buy	227 +5	+2%	+$321	0.01%	152
2022 Q1	$15K	Hold	222	–	–	0.01%	160
2021 Q4	$17K	Buy	+222	New	+$16.7K	0.02%	158

Other funds holding IEFA

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s IEFA Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 165 shares — an estimated $12.5K sold.

Guardian Wealth Management (Illinois) first reported a position in IEFA in Q4 2021 and held it in 14 quarters. The position peaked at $17.5K in Q1 2024. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 165 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $12.5K.
Guardian Wealth Management (Illinois) first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s iShares Core MSCI EAFE ETF position peaked at $17.5K in Q1 2024.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.