CSWG
EFG icon

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

Cardinal Strategic Wealth Guidance’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 		$11.9M Sell
106,682
-1,066
-1% -$125K 3.13% 10
2025
Q4 		$12.3M Sell
107,748
-31,798
-23% -$3.65M 3.21% 9
2025
Q3 		$15.9M Sell
139,546
-5,908
-4% -$658K 4.27% 7
2025
Q2 		$16.3M Sell
145,454
-45,798
-24% -$4.83M 4.7% 7
2025
Q1 		$19.1M Sell
191,252
-24,450
-11% -$2.49M 6.11% 6
2024
Q4 		$20.9M Buy
215,702
+4,283
+2% +$435K 6.66% 5
2024
Q3 		$22.8M Sell
211,419
-8,733
-4% -$906K 7.45% 4
2024
Q2 		$22.5M Buy
220,152
+22,817
+12% +$2.33M 8.12% 4
2024
Q1 		$20.5M Sell
197,335
-805
-0.4% -$80.1K 7.7% 5
2023
Q4 		$19.2M Sell
198,140
-42,448
-18% -$3.8M 7.62% 5
2023
Q3 		$20.8M Sell
240,588
-184
-0.1% -$17K 9.62% 3
2023
Q2 		$23M Buy
240,772
+15,888
+7% +$1.51M 10.2% 2
2023
Q1 		$21.1M Buy
224,884
+165,368
+278% +$14.9M 9.77% 2
2022
Q4 		$4.99M Buy
+59,516
New +$4.81M 2.4% 12

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
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
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's EFG Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.99% in Q1 2026, selling an estimated $125K and leaving 106,682 shares worth $11.9M. The position accounts for 3.13% of the portfolio, ranked #10.

Cardinal Strategic Wealth Guidance first reported a position in EFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $23M in Q2 2023. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 106,682 shares of iShares MSCI EAFE Growth ETF worth $11.9M as of Q1 2026.
  • Cardinal Strategic Wealth Guidance sold 1,066 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $125K.
  • iShares MSCI EAFE Growth ETF made up 3.13% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #10 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Cardinal Strategic Wealth Guidance's iShares MSCI EAFE Growth ETF position peaked at $23M in Q2 2023.
  • 1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.