Guardian Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-165
| Closed | -$12.5K | – | 133 |
|
|
2025
Q1 | $12.5K | Sell |
165
-1
| -0.6% | -$76 | 0.01% | 148 |
|
|
2024
Q4 | $11.6K | Hold |
166
| – | – | 0.01% | 161 |
|
|
2024
Q3 | $13K | Sell |
166
-75
| -31% | -$5.85K | 0.01% | 155 |
|
|
2024
Q2 | $17.5K | Buy |
241
+5
| +2% | +$362 | 0.01% | 140 |
|
|
2024
Q1 | $17.5K | Hold |
236
| – | – | 0.01% | 138 |
|
|
2023
Q4 | $16.6K | Buy |
236
+3
| +1% | +$211 | 0.01% | 141 |
|
|
2023
Q3 | $15K | Hold |
233
| – | – | 0.01% | 143 |
|
|
2023
Q2 | $15.7K | Buy |
233
+4
| +2% | +$270 | 0.01% | 144 |
|
|
2023
Q1 | $15.3K | Hold |
229
| – | – | 0.01% | 145 |
|
|
2022
Q4 | $14.1K | Sell |
229
-87
| -28% | -$5.36K | 0.01% | 153 |
|
|
2022
Q3 | $17K | Buy |
316
+89
| +39% | +$4.79K | 0.02% | 139 |
|
|
2022
Q2 | $13K | Buy |
227
+5
| +2% | +$286 | 0.01% | 152 |
|
|
2022
Q1 | $15K | Hold |
222
| – | – | 0.01% | 160 |
|
|
2021
Q4 | $17K | Buy |
+222
| New | +$17K | 0.02% | 158 |
|