Cardinal Strategic Wealth Guidance EFV Holdings History
Cardinal Strategic Wealth Guidance's iShares MSCI EAFE Value ETF Holding Summary
As of 2025-06-30, Cardinal Strategic Wealth Guidance held 391,755.00 shares of iShares MSCI EAFE Value ETF(EFV), totaling $24.87 Mil. This investment constitutes 7.17% of their stock portfolio, and Cardinal Strategic Wealth Guidance now holds 0.1% of the outstanding iShares MSCI EAFE Value ETF(EFV) stock.
The initial trade took place in 2022Q4. And since then Cardinal Strategic Wealth Guidance has made 8 purchases of EFV, at an average price of $49.73, for a total of 488,272.00 shares. In addition, there have been 3 sales at an average price of $54.06 for 96,517.00 shares. Based on historical transaction data and EFV's current price of $64.17, Cardinal Strategic Wealth Guidance's estimated gain on his EFV holdings is $6.07 Mil, reflecting a 25.02% gain to date.
Cardinal Strategic Wealth Guidance EFV ($64.17) Holding Chart
Cardinal Strategic Wealth Guidance EFV ($64.17) 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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