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 Q2	$1.4M	Buy	11,267 +31	+0.3%	+$3.74K	0.11%	93
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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cardiff Park Advisors's EFG Position: Q2 2026 in Review

Cardiff Park Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.28% in Q2 2026, buying an estimated $3.74K and bringing the position to 11,267 shares worth $1.4M. The position accounts for 0.11% of the portfolio, ranked #93.

Cardiff Park Advisors first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q4 2021. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Cardiff Park Advisors held 11,267 shares of iShares MSCI EAFE Growth ETF worth $1.4M as of Q2 2026.
Cardiff Park Advisors bought 31 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.74K.
iShares MSCI EAFE Growth ETF made up 0.11% of Cardiff Park Advisors's portfolio in Q2 2026, its #93 holding.
Cardiff Park Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
Cardiff Park Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.4M in Q4 2021.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.