Cardinal Strategic Wealth Guidance’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
391,755
+66,411
| +20% | +$4.22M | 7.17% | 4 |
|
|
2025
Q1 | $19.2M | Buy |
325,344
+1,739
| +0.5% | +$102K | 6.13% | 5 |
|
|
2024
Q4 | $17M | Buy |
323,605
+17,019
| +6% | +$893K | 5.41% | 6 |
|
|
2024
Q3 | $17.6M | Buy |
306,586
+79,716
| +35% | +$4.59M | 5.77% | 6 |
|
|
2024
Q2 | $12M | Sell |
226,870
-90,713
| -29% | -$4.81M | 4.34% | 7 |
|
|
2024
Q1 | $17.3M | Buy |
317,583
+170
| +0.1% | +$9.25K | 6.49% | 6 |
|
|
2023
Q4 | $16.5M | Sell |
317,413
-5,515
| -2% | -$287K | 6.57% | 6 |
|
|
2023
Q3 | $15.8M | Buy |
322,928
+37,298
| +13% | +$1.82M | 7.32% | 5 |
|
|
2023
Q2 | $14M | Sell |
285,630
-289
| -0.1% | -$14.1K | 6.21% | 6 |
|
|
2023
Q1 | $13.9M | Buy |
285,919
+117,690
| +70% | +$5.71M | 6.43% | 6 |
|
|
2022
Q4 | $7.72M | Buy |
+168,229
| New | +$7.72M | 3.71% | 6 |
|