Cardinal Strategic Wealth Guidance EFG Holdings History
Cardinal Strategic Wealth Guidance's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-06-30, Cardinal Strategic Wealth Guidance held 145,454.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $16.29 Mil. This investment constitutes 4.7% of their stock portfolio, and Cardinal Strategic Wealth Guidance now holds 0.12% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2022Q4. And since then Cardinal Strategic Wealth Guidance has made 6 purchases of EFG, at an average price of $89.39, for a total of 267,872.00 shares. In addition, there have been 6 sales at an average price of $99.06 for 122,418.00 shares. Based on historical transaction data and EFG's current price of $110.57, Cardinal Strategic Wealth Guidance's estimated gain on his EFG holdings is $4.26 Mil, reflecting a 17.81% gain to date.
Cardinal Strategic Wealth Guidance EFG ($110.57) Holding Chart
Cardinal Strategic Wealth Guidance EFG ($110.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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