Guidance Point Advisors, LLC IEFA holdings history
ISHARES CORE MSCI EAFE ETF · CUSIP 46432F842 · CIK 1767710
As of 2026-06-30, Guidance Point Advisors, LLC reported 240.82K IEFA (shares), valued at $23.27M, or 4.91% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares increased 2.51%; reported value increased 9.36%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.91% | 240,817 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 5.04% | 234,919 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 4.86% | 234,354 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 4.69% | 222,907 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 4.98% | 231,992 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 4.96% | 230,296 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 4.88% | 247,224 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 5.51% | 241,611 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 5.41% | 238,235 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 5.20% | 214,629 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 5.56% | 213,496 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 5.97% | 227,940 | SEC filing ↗Filed Nov 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.97% | 227,940 | $14.67M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 6, 2023 |
| Q4 2023 | 5.56% | 213,496 | $15.02M | Shares decreased 6.34%; reported value increased 2.42%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 5.20% | 214,629 | $15.93M | Shares increased 0.53%; reported value increased 6.06%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 5.41% | 238,235 | $17.33M | Shares increased 11.00%; reported value increased 8.74%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 5.51% | 241,611 | $18.86M | Shares increased 1.42%; reported value increased 8.83%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 4.88% | 247,224 | $17.37M | Shares increased 2.32%; reported value decreased 7.86%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 4.96% | 230,296 | $17.42M | Shares decreased 6.85%; reported value increased 0.27%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 4.98% | 231,992 | $19.37M | Shares increased 0.74%; reported value increased 11.16%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 4.69% | 222,907 | $19.47M | Shares decreased 3.92%; reported value increased 0.52%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 4.86% | 234,354 | $20.97M | Shares increased 5.14%; reported value increased 7.72%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 5.04% | 234,919 | $21.27M | Shares increased 0.24%; reported value increased 1.44%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 4.91% | 240,817 | $23.27M | Shares increased 2.51%; reported value increased 9.36%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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