Cardiff Park Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cardiff Park Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25M	Hold	11,236	–	–	0.1%	102
2025 Q4	$1.28M	Buy	11,236 +62	+0.6%	+$7.11K	0.11%	101
2025 Q3	$1.27M	Sell	11,174 -28	-0.2%	-$3.12K	0.1%	108
2025 Q2	$1.25M	Sell	11,202 -10	-0.1%	-$1.05K	0.11%	98
2025 Q1	$1.12M	Hold	11,212	–	–	0.11%	99
2024 Q4	$1.09M	Sell	11,212 -248	-2%	-$25.2K	0.1%	102
2024 Q3	$1.23M	Hold	11,460	–	–	0.11%	85
2024 Q2	$1.17M	Buy	11,460 +1,786	+18%	+$183K	0.11%	91
2024 Q1	$1M	Hold	9,674	–	–	0.1%	101
2023 Q4	$937K	Buy	9,674 +47	+0.5%	+$4.21K	0.1%	98
2023 Q3	$831K	Buy	9,627 +874	+10%	+$80.6K	0.1%	98
2023 Q2	$835K	Buy	8,753 +30	+0.3%	+$2.85K	0.1%	97
2023 Q1	$817K	Hold	8,723	–	–	0.11%	100
2022 Q4	$731K	Buy	8,723 +7	+0.1%	+$566	0.1%	108
2022 Q3	$632K	Sell	8,716 -3,765	-30%	-$307K	0.1%	116
2022 Q2	$1M	Sell	12,481 -234	-2%	-$20.3K	0.15%	80
2022 Q1	$1.22M	Buy	12,715 +6	+0%	+$590	0.17%	64
2021 Q4	$1.4M	Buy	+12,709	New	+$1.39M	0.18%	60

Other funds holding EFG

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cardiff Park Advisors's EFG Position: Q1 2026 in Review

Cardiff Park Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 11,236 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #102.

Cardiff Park Advisors first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.4M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Cardiff Park Advisors held 11,236 shares of iShares MSCI EAFE Growth ETF worth $1.25M as of Q1 2026.
Cardiff Park Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.1% of Cardiff Park Advisors's portfolio in Q1 2026, its #102 holding.
Cardiff Park Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.4M in Q4 2021.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.