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

Cardinal Strategic Wealth Guidance’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5M Sell
163,713
-164,904
-50% -$12.8M 2.84% 9
2026
Q1 		$24.4M Sell
328,617
-1,291
-0.4% -$97K 6.44% 5
2025
Q4 		$23.6M Sell
329,908
-61,828
-16% -$4.3M 6.16% 5
2025
Q3 		$26.6M Sell
391,736
-19
-0% -$1.25K 7.15% 4
2025
Q2 		$24.9M Buy
391,755
+66,411
+20% +$4.06M 7.17% 4
2025
Q1 		$19.2M Buy
325,344
+1,739
+0.5% +$98.4K 6.13% 5
2024
Q4 		$17M Buy
323,605
+17,019
+6% +$932K 5.41% 6
2024
Q3 		$17.6M Buy
306,586
+79,716
+35% +$4.4M 5.77% 6
2024
Q2 		$12M Sell
226,870
-90,713
-29% -$4.93M 4.34% 7
2024
Q1 		$17.3M Buy
317,583
+170
+0.1% +$8.87K 6.49% 6
2023
Q4 		$16.5M Sell
317,413
-5,515
-2% -$273K 6.57% 6
2023
Q3 		$15.8M Buy
322,928
+37,298
+13% +$1.85M 7.32% 5
2023
Q2 		$14M Sell
285,630
-289
-0.1% -$14.2K 6.21% 6
2023
Q1 		$13.9M Buy
285,919
+117,690
+70% +$5.7M 6.43% 6
2022
Q4 		$7.72M Buy
+168,229
New +$7.3M 3.71% 6

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's EFV Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance reduced its iShares MSCI EAFE Value ETF (EFV) stake by 50% in Q2 2026, selling an estimated $12.8M and leaving 163,713 shares worth $12.5M. The position accounts for 2.84% of the portfolio, ranked #9.

Cardinal Strategic Wealth Guidance first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.6M in Q3 2025. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 163,713 shares of iShares MSCI EAFE Value ETF worth $12.5M as of Q2 2026.
  • Cardinal Strategic Wealth Guidance sold 164,904 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $12.8M.
  • iShares MSCI EAFE Value ETF made up 2.84% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #9 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Cardinal Strategic Wealth Guidance's iShares MSCI EAFE Value ETF position peaked at $26.6M in Q3 2025.
  • 1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.