Cardinal Strategic Wealth Guidance’s iShares MSCI EAFE ETF EFA Stock Holding History

Cardinal Strategic Wealth Guidance’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-321	Closed	-$22.1K	–	76
2023 Q3	$22.1K	Hold	321	–	–	0.01%	75
2023 Q2	$23.3K	Hold	321	–	–	0.01%	73
2023 Q1	$23K	Sell	321 -639	-67%	-$44.7K	0.01%	74
2022 Q4	$63K	Sell	960 -79	-8%	-$4.95K	0.03%	73
2022 Q3	$58K	Sell	1,039 -2,151	-67%	-$134K	0.03%	63
2022 Q2	$199K	Buy	3,190 +70	+2%	+$4.76K	0.1%	61
2022 Q1	$230K	Hold	3,120	–	–	0.11%	66
2021 Q4	$245K	Hold	3,120	–	–	0.11%	67
2021 Q3	$243K	Hold	3,120	–	–	0.13%	65
2021 Q2	$246K	Hold	3,120	–	–	0.13%	62
2021 Q1	$237K	Hold	3,120	–	–	0.14%	61
2020 Q4	$228K	Buy	+3,120	New	+$213K	0.14%	53

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cardinal Strategic Wealth Guidance's EFA Position: Q4 2023 in Review

Cardinal Strategic Wealth Guidance sold out of iShares MSCI EAFE ETF (EFA) in Q4 2023, closing a stake of 321 shares — an estimated $22.1K sold.

Cardinal Strategic Wealth Guidance first reported a position in EFA in Q4 2020 and held it in 12 quarters. The position peaked at $246K in Q2 2021. 1,862 funds tracked by Wall St. Rank hold EFA as of Q4 2023.

Cardinal Strategic Wealth Guidance reported no remaining iShares MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 321 iShares MSCI EAFE ETF shares in Q4 2023, an estimated $22.1K.
Cardinal Strategic Wealth Guidance first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 12 quarters.
Cardinal Strategic Wealth Guidance's iShares MSCI EAFE ETF position peaked at $246K in Q2 2021.
1,862 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2023.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q4 2023, filed 30 Jan 2024.