GPA
Guidance Point Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Buy |
9,038
+330
| +4% | +$29.5K | 0.21% | 44 |
|
|
2025
Q1 | $712K | Sell |
8,708
-646
| -7% | -$52.8K | 0.2% | 43 |
|
|
2024
Q4 | $707K | Buy |
9,354
+126
| +1% | +$9.53K | 0.2% | 45 |
|
|
2024
Q3 | $772K | Hold |
9,228
| – | – | 0.23% | 43 |
|
|
2024
Q2 | $723K | Buy |
9,228
+125
| +1% | +$9.79K | 0.23% | 41 |
|
|
2024
Q1 | $727K | Hold |
9,103
| – | – | 0.24% | 42 |
|
|
2023
Q4 | $686K | Sell |
9,103
-292
| -3% | -$22K | 0.25% | 42 |
|
|
2023
Q3 | $647K | Hold |
9,395
| – | – | 0.26% | 40 |
|
|
2023
Q2 | $681K | Buy |
9,395
+129
| +1% | +$9.35K | 0.26% | 44 |
|
|
2023
Q1 | $663K | Sell |
9,266
-611
| -6% | -$43.7K | 0.27% | 40 |
|
|
2022
Q4 | $648K | Buy |
9,877
+31
| +0.3% | +$2.04K | 0.27% | 41 |
|
|
2022
Q3 | $551K | Sell |
9,846
-265
| -3% | -$14.8K | 0.25% | 50 |
|
|
2022
Q2 | $631K | Buy |
10,111
+171
| +2% | +$10.7K | 0.27% | 47 |
|
|
2022
Q1 | $731K | Buy |
9,940
+15
| +0.2% | +$1.1K | 0.28% | 50 |
|
|
2021
Q4 | $780K | Sell |
9,925
-1,396
| -12% | -$110K | 0.28% | 43 |
|
|
2021
Q3 | $883K | Sell |
11,321
-18,800
| -62% | -$1.47M | 0.32% | 40 |
|
|
2021
Q2 | $2.38M | Sell |
30,121
-92
| -0.3% | -$7.25K | 0.92% | 23 |
|
|
2021
Q1 | $2.29M | Sell |
30,213
-162
| -0.5% | -$12.3K | 0.95% | 24 |
|
|
2020
Q4 | $2.22M | Sell |
30,375
-638
| -2% | -$46.5K | 1.02% | 23 |
|
|
2020
Q3 | $1.97M | Sell |
31,013
-442
| -1% | -$28.1K | 1.09% | 24 |
|
|
2020
Q2 | $1.91M | Buy |
31,455
+490
| +2% | +$29.8K | 1.06% | 24 |
|
|
2020
Q1 | $1.66M | Buy |
30,965
+419
| +1% | +$22.4K | 1.08% | 23 |
|
|
2019
Q4 | $2.12M | Buy |
30,546
+79
| +0.3% | +$5.49K | 1.04% | 20 |
|
|
2019
Q3 | $1.99M | Sell |
30,467
-656
| -2% | -$42.8K | 1.09% | 19 |
|
|
2019
Q2 | $2.05M | Buy |
31,123
+292
| +0.9% | +$19.2K | 1.16% | 19 |
|
|
2019
Q1 | $2M | Sell |
30,831
-1,581
| -5% | -$103K | 1.18% | 19 |
|
|
2018
Q4 | $1.91M | Buy |
+32,412
| New | +$1.91M | 1.24% | 15 |
|