A detailed history of Cardinal Strategic Wealth Guidance transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Cardinal Strategic Wealth Guidance holds 306,586 shares of EFV stock, worth $16 Million. This represents 5.78% of its overall portfolio holdings.

Number of Shares
306,586
Previous 226,870 35.14%
Holding current value
$16 Million
Previous $12 Million 46.57%
% of portfolio
5.78%
Previous 4.34%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$51.72 - $57.96 $4.12 Million - $4.62 Million
79,716 Added 35.14%
306,586 $17.6 Million
Q2 2024

Jul 22, 2024

SELL
$52.34 - $56.41 $4.75 Million - $5.12 Million
-90,713 Reduced 28.56%
226,870 $12 Million
Q1 2024

Apr 25, 2024

BUY
$50.46 - $54.5 $8,578 - $9,265
170 Added 0.05%
317,583 $17.3 Million
Q4 2023

Jan 30, 2024

SELL
$46.57 - $52.25 $256,833 - $288,158
-5,515 Reduced 1.71%
317,413 $16.5 Million
Q3 2023

Oct 31, 2023

BUY
$47.71 - $51.06 $1.78 Million - $1.9 Million
37,298 Added 13.06%
322,928 $15.8 Million
Q2 2023

Jul 20, 2023

SELL
$47.6 - $50.24 $13,756 - $14,519
-289 Reduced 0.1%
285,630 $14 Million
Q1 2023

Apr 21, 2023

BUY
$45.61 - $50.02 $5.37 Million - $5.89 Million
117,690 Added 69.96%
285,919 $13.9 Million
Q4 2022

Jan 18, 2023

BUY
$38.5 - $46.73 $6.48 Million - $7.86 Million
168,229 New
168,229 $0

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Cardinal Strategic Wealth Guidance Portfolio

Follow Cardinal Strategic Wealth Guidance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Strategic Wealth Guidance, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Strategic Wealth Guidance with notifications on news.