Cardinal Strategic Wealth Guidance’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Sell |
8,448
-866
| -9% | -$72.3K | 0.2% | 28 |
|
|
2025
Q1 | $705K | Sell |
9,314
-2,960
| -24% | -$224K | 0.23% | 29 |
|
|
2024
Q4 | $863K | Buy |
12,274
+535
| +5% | +$37.6K | 0.27% | 28 |
|
|
2024
Q3 | $916K | Sell |
11,739
-26
| -0.2% | -$2.03K | 0.3% | 26 |
|
|
2024
Q2 | $855K | Sell |
11,765
-1,234
| -9% | -$89.6K | 0.31% | 27 |
|
|
2024
Q1 | $965K | Sell |
12,999
-9,920
| -43% | -$736K | 0.36% | 25 |
|
|
2023
Q4 | $1.61M | Sell |
22,919
-9,606
| -30% | -$676K | 0.64% | 18 |
|
|
2023
Q3 | $2.09M | Buy |
32,525
+289
| +0.9% | +$18.6K | 0.97% | 16 |
|
|
2023
Q2 | $2.18M | Sell |
32,236
-1,019
| -3% | -$68.8K | 0.97% | 16 |
|
|
2023
Q1 | $2.22M | Sell |
33,255
-3,383
| -9% | -$226K | 1.03% | 16 |
|
|
2022
Q4 | $2.26M | Sell |
36,638
-382,249
| -91% | -$23.6M | 1.09% | 17 |
|
|
2022
Q3 | $22.1M | Buy |
418,887
+60,427
| +17% | +$3.18M | 11.72% | 2 |
|
|
2022
Q2 | $21.1M | Buy |
358,460
+21,733
| +6% | +$1.28M | 10.76% | 2 |
|
|
2022
Q1 | $23.4M | Sell |
336,727
-17,861
| -5% | -$1.24M | 10.74% | 2 |
|
|
2021
Q4 | $26.5M | Buy |
354,588
+70,405
| +25% | +$5.26M | 12.34% | 2 |
|
|
2021
Q3 | $21.1M | Buy |
284,183
+94,261
| +50% | +$7M | 11.05% | 2 |
|
|
2021
Q2 | $14.2M | Buy |
189,922
+42,201
| +29% | +$3.16M | 7.48% | 3 |
|
|
2021
Q1 | $10.6M | Buy |
+147,721
| New | +$10.6M | 6.24% | 3 |
|