Cedar Brook Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Cedar Brook Financial Partners’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,031	Closed	-$242K	–	125
2024 Q1	$242K	Sell	3,031 -281	-8%	-$21.5K	0.05%	367
2023 Q4	$248K	Buy	3,312 +316	+11%	+$22.3K	0.06%	337
2023 Q3	$206K	Sell	2,996 -300	-9%	-$21.5K	0.05%	341
2023 Q2	$239K	Buy	3,296 +82	+3%	+$5.96K	0.06%	334
2023 Q1	$230K	Buy	+3,214	New	+$225K	0.06%	327
2020 Q4	–	Sell	-15,569	Closed	-$991K	–	325
2020 Q3	$991K	Buy	15,569 +400	+3%	+$25.6K	0.39%	63
2020 Q2	$923K	Buy	15,169 +624	+4%	+$36.1K	0.41%	64
2020 Q1	$778K	Sell	14,545 -2,328	-14%	-$148K	0.43%	69
2019 Q4	$1.17M	Sell	16,873 -1,431	-8%	-$96.7K	0.5%	61
2019 Q3	$1.19M	Sell	18,304 -1,653	-8%	-$107K	0.53%	50
2019 Q2	$1.31M	Buy	19,957 +1,007	+5%	+$65.9K	0.61%	39
2019 Q1	$1.23M	Sell	18,950 -657	-3%	-$41.4K	0.6%	44
2018 Q4	$1.15M	Buy	+19,607	New	+$1.22M	0.7%	36

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cedar Brook Financial Partners's EFA Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 3,031 shares — an estimated $242K sold.

Cedar Brook Financial Partners first reported a position in EFA in Q4 2018 and held it in 13 quarters. The position peaked at $1.31M in Q2 2019. 1,848 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

Cedar Brook Financial Partners reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,031 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $242K.
Cedar Brook Financial Partners first reported a position in iShares MSCI EAFE ETF in Q4 2018 and held it in 13 quarters.
Cedar Brook Financial Partners's iShares MSCI EAFE ETF position peaked at $1.31M in Q2 2019.
1,848 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.