GPA
Guidance Point Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Buy |
231,992
+1,696
| +0.7% | +$142K | 4.98% | 4 |
|
|
2025
Q1 | $17.4M | Sell |
230,296
-16,928
| -7% | -$1.28M | 4.96% | 4 |
|
|
2024
Q4 | $17.4M | Buy |
247,224
+5,613
| +2% | +$394K | 4.88% | 4 |
|
|
2024
Q3 | $18.9M | Buy |
241,611
+3,376
| +1% | +$263K | 5.51% | 3 |
|
|
2024
Q2 | $17.3M | Buy |
238,235
+23,606
| +11% | +$1.72M | 5.41% | 4 |
|
|
2024
Q1 | $15.9M | Buy |
214,629
+1,133
| +0.5% | +$84.1K | 5.2% | 4 |
|
|
2023
Q4 | $15M | Sell |
213,496
-14,444
| -6% | -$1.02M | 5.56% | 3 |
|
|
2023
Q3 | $14.7M | Buy |
227,940
+789
| +0.3% | +$50.8K | 5.97% | 3 |
|
|
2023
Q2 | $15.3M | Sell |
227,151
-833
| -0.4% | -$56.2K | 5.89% | 3 |
|
|
2023
Q1 | $15.2M | Buy |
227,984
+6,993
| +3% | +$467K | 6.15% | 3 |
|
|
2022
Q4 | $13.6M | Buy |
220,991
+23,369
| +12% | +$1.44M | 5.77% | 3 |
|
|
2022
Q3 | $10.4M | Buy |
197,622
+6,141
| +3% | +$324K | 4.76% | 5 |
|
|
2022
Q2 | $11.3M | Buy |
191,481
+12,684
| +7% | +$746K | 4.86% | 4 |
|
|
2022
Q1 | $12.6M | Buy |
178,797
+7,246
| +4% | +$510K | 4.77% | 4 |
|
|
2021
Q4 | $12.9M | Buy |
171,551
+13,796
| +9% | +$1.03M | 4.66% | 5 |
|
|
2021
Q3 | $11.7M | Buy |
157,755
+17,748
| +13% | +$1.32M | 4.27% | 5 |
|
|
2021
Q2 | $10.5M | Buy |
140,007
+6,888
| +5% | +$516K | 4.07% | 6 |
|
|
2021
Q1 | $9.59M | Sell |
133,119
-333
| -0.2% | -$24K | 3.98% | 6 |
|
|
2020
Q4 | $9.22M | Buy |
133,452
+7,845
| +6% | +$542K | 4.24% | 6 |
|
|
2020
Q3 | $7.57M | Sell |
125,607
-8,291
| -6% | -$500K | 4.17% | 5 |
|
|
2020
Q2 | $7.65M | Sell |
133,898
-15,239
| -10% | -$871K | 4.25% | 5 |
|
|
2020
Q1 | $7.41M | Sell |
149,137
-5,169
| -3% | -$257K | 4.82% | 5 |
|
|
2019
Q4 | $10.1M | Buy |
154,306
+5,560
| +4% | +$363K | 4.92% | 4 |
|
|
2019
Q3 | $9.1M | Buy |
148,746
+1,112
| +0.8% | +$68K | 4.98% | 4 |
|
|
2019
Q2 | $9.06M | Buy |
147,634
+2,716
| +2% | +$167K | 5.13% | 4 |
|
|
2019
Q1 | $8.81M | Sell |
144,918
-24,819
| -15% | -$1.51M | 5.2% | 3 |
|
|
2018
Q4 | $8.33M | Buy |
+169,737
| New | +$8.33M | 5.41% | 3 |
|