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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,976
Closed -$300K 358
2022
Q1
$300K Buy
5,976
+32
+0.5% +$1.61K 0.08% 283
2021
Q4
$300K Buy
5,944
+1,354
+29% +$68.3K 0.08% 278
2021
Q3
$233K Buy
+4,590
New +$233K 0.07% 300