Cardinal Strategic Wealth Guidance’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3M | Sell |
145,454
-45,798
| -24% | -$5.13M | 4.7% | 7 |
|
|
2025
Q1 | $19.1M | Sell |
191,252
-24,450
| -11% | -$2.45M | 6.11% | 6 |
|
|
2024
Q4 | $20.9M | Buy |
215,702
+4,283
| +2% | +$415K | 6.66% | 5 |
|
|
2024
Q3 | $22.8M | Sell |
211,419
-8,733
| -4% | -$940K | 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% | -$83.6K | 7.7% | 5 |
|
|
2023
Q4 | $19.2M | Sell |
198,140
-42,448
| -18% | -$4.11M | 7.62% | 5 |
|
|
2023
Q3 | $20.8M | Sell |
240,588
-184
| -0.1% | -$15.9K | 9.62% | 3 |
|
|
2023
Q2 | $23M | Buy |
240,772
+15,888
| +7% | +$1.52M | 10.2% | 2 |
|
|
2023
Q1 | $21.1M | Buy |
224,884
+165,368
| +278% | +$15.5M | 9.77% | 2 |
|
|
2022
Q4 | $4.99M | Buy |
+59,516
| New | +$4.99M | 2.4% | 12 |
|