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

Cedar Brook Financial Partners’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,976
Closed -$300K – 358
2022
Q1 		$300K Buy
5,976
+32
+0.5% +$1.63K 0.08% 283
2021
Q4 		$300K Buy
5,944
+1,354
+29% +$69.1K 0.08% 278
2021
Q3 		$233K Buy
+4,590
New +$238K 0.07% 300

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LPL Financial
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
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PAS
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cedar Brook Financial Partners's EFV Position: Q2 2022 in Review

Cedar Brook Financial Partners sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2022, closing a stake of 5,976 shares — an estimated $300K sold.

Cedar Brook Financial Partners first reported a position in EFV in Q3 2021 and held it in 3 quarters. The position peaked at $300K in Q1 2022. 718 funds tracked by Wall St. Rank hold EFV as of Q2 2022.

  • Cedar Brook Financial Partners reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2022 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 5,976 iShares MSCI EAFE Value ETF shares in Q2 2022, an estimated $300K.
  • Cedar Brook Financial Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2021 and held it in 3 quarters.
  • Cedar Brook Financial Partners's iShares MSCI EAFE Value ETF position peaked at $300K in Q1 2022.
  • 718 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2022, filed 12 Aug 2022.