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Cardinal Strategic Wealth Guidance’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cardinal Strategic Wealth Guidance’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$523K Sell
5,778
-396
-6% -$37K 0.14% 34
2025
Q4 		$552K Sell
6,174
-1,459
-19% -$129K 0.14% 33
2025
Q3 		$666K Sell
7,633
-815
-10% -$69.2K 0.18% 30
2025
Q2 		$705K Sell
8,448
-866
-9% -$68.7K 0.2% 28
2025
Q1 		$705K Sell
9,314
-2,960
-24% -$221K 0.23% 29
2024
Q4 		$863K Buy
12,274
+535
+5% +$39.5K 0.27% 28
2024
Q3 		$916K Sell
11,739
-26
-0.2% -$1.95K 0.3% 26
2024
Q2 		$855K Sell
11,765
-1,234
-9% -$90.8K 0.31% 27
2024
Q1 		$965K Sell
12,999
-9,920
-43% -$706K 0.36% 25
2023
Q4 		$1.61M Sell
22,919
-9,606
-30% -$633K 0.64% 18
2023
Q3 		$2.09M Buy
32,525
+289
+0.9% +$19.4K 0.97% 16
2023
Q2 		$2.18M Sell
32,236
-1,019
-3% -$69.1K 0.97% 16
2023
Q1 		$2.22M Sell
33,255
-3,383
-9% -$222K 1.03% 16
2022
Q4 		$2.26M Sell
36,638
-382,249
-91% -$22.5M 1.09% 17
2022
Q3 		$22.1M Buy
418,887
+60,427
+17% +$3.55M 11.72% 2
2022
Q2 		$21.1M Buy
358,460
+21,733
+6% +$1.39M 10.76% 2
2022
Q1 		$23.4M Sell
336,727
-17,861
-5% -$1.26M 10.74% 2
2021
Q4 		$26.5M Buy
354,588
+70,405
+25% +$5.29M 12.34% 2
2021
Q3 		$21.1M Buy
284,183
+94,261
+50% +$7.17M 11.05% 2
2021
Q2 		$14.2M Buy
189,922
+42,201
+29% +$3.19M 7.48% 3
2021
Q1 		$10.6M Buy
+147,721
New +$10.6M 6.24% 3

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Cardinal Strategic Wealth Guidance reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.4% in Q1 2026, selling an estimated $37K and leaving 5,778 shares worth $523K. The position accounts for 0.14% of the portfolio, ranked #34.

Cardinal Strategic Wealth Guidance first reported a position in IEFA in Q1 2021 and has held it in 21 quarters since. The position peaked at $26.5M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 5,778 shares of iShares Core MSCI EAFE ETF worth $523K as of Q1 2026.
  • Cardinal Strategic Wealth Guidance sold 396 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $37K.
  • iShares Core MSCI EAFE ETF made up 0.14% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #34 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • Cardinal Strategic Wealth Guidance's iShares Core MSCI EAFE ETF position peaked at $26.5M in Q4 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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