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Cedar Brook Financial Partners’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Cedar Brook Financial Partners’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,284
Closed -$1.65M – 126
2024
Q1 		$1.65M Sell
23,284
-389
-2% -$27.1K 0.33% 72
2023
Q4 		$1.65M Buy
23,673
+406
+2% +$26.9K 0.37% 66
2023
Q3 		$1.52M Sell
23,267
-1,110
-5% -$74.6K 0.4% 65
2023
Q2 		$1.65M Buy
24,377
+634
+3% +$43.7K 0.39% 66
2023
Q1 		$1.61M Sell
23,743
-155
-0.6% -$10.2K 0.41% 60
2022
Q4 		$1.52M Sell
23,898
-1,076
-4% -$65.7K 0.43% 60
2022
Q3 		$1.42M Sell
24,974
-219
-0.9% -$13.7K 0.46% 55
2022
Q2 		$1.59M Buy
25,193
+951
+4% +$63.9K 0.5% 48
2022
Q1 		$1.75M Buy
24,242
+690
+3% +$50.1K 0.45% 53
2021
Q4 		$1.81M Buy
23,552
+496
+2% +$37.8K 0.46% 48
2021
Q3 		$1.74M Buy
23,056
+65
+0.3% +$5.05K 0.52% 43
2021
Q2 		$1.74M Buy
22,991
+145
+0.6% +$10.9K 0.5% 44
2021
Q1 		$1.67M Buy
22,846
+97
+0.4% +$7.12K 0.58% 43
2020
Q4 		$1.67M Buy
22,749
+2
+0% +$141 0.59% 36
2020
Q3 		$1.55M Sell
22,747
-198
-0.9% -$13.5K 0.61% 35
2020
Q2 		$1.52M Buy
22,945
+482
+2% +$31.3K 0.68% 30
2020
Q1 		$1.39M Sell
22,463
-2,067
-8% -$145K 0.77% 25
2019
Q4 		$1.83M Buy
24,530
+1,872
+8% +$139K 0.78% 27
2019
Q3 		$1.66M Buy
22,658
+1,205
+6% +$87.2K 0.73% 26
2019
Q2 		$1.56M Sell
21,453
-989
-4% -$71.1K 0.72% 24
2019
Q1 		$1.62M Buy
22,442
+111
+0.5% +$7.78K 0.79% 23
2018
Q4 		$1.49M Buy
+22,331
New +$1.53M 0.9% 25

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2024, closing a stake of 23,284 shares — an estimated $1.65M sold.

Cedar Brook Financial Partners first reported a position in EFAV in Q4 2018 and held it in 22 quarters. The position peaked at $1.83M in Q4 2019. 467 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 23,284 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $1.65M.
  • Cedar Brook Financial Partners first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares MSCI EAFE Min Vol Factor ETF position peaked at $1.83M in Q4 2019.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

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