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

Cedar Brook Financial Partners’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,085
Closed -$1.42M – 197
2024
Q1 		$1.42M Sell
19,085
-3,877
-17% -$276K 0.28% 85
2023
Q4 		$1.6M Buy
22,962
+1,628
+8% +$107K 0.36% 68
2023
Q3 		$1.37M Sell
21,334
-254
-1% -$17K 0.36% 72
2023
Q2 		$1.46M Sell
21,588
-4,080
-16% -$277K 0.35% 73
2023
Q1 		$1.72M Sell
25,668
-23
-0.1% -$1.51K 0.44% 54
2022
Q4 		$1.58M Sell
25,691
-770
-3% -$45.3K 0.45% 58
2022
Q3 		$1.39M Buy
26,461
+1,652
+7% +$97.1K 0.45% 57
2022
Q2 		$1.46M Sell
24,809
-1,685
-6% -$108K 0.46% 58
2022
Q1 		$1.84M Sell
26,494
-788
-3% -$55.7K 0.48% 49
2021
Q4 		$2.04M Buy
27,282
+1,158
+4% +$87K 0.52% 42
2021
Q3 		$1.94M Buy
26,124
+2,419
+10% +$184K 0.58% 38
2021
Q2 		$1.77M Sell
23,705
-257
-1% -$19.4K 0.51% 43
2021
Q1 		$1.73M Buy
23,962
+3,489
+17% +$249K 0.6% 41
2020
Q4 		$1.41M Sell
20,473
-2,178
-10% -$141K 0.5% 48
2020
Q3 		$1.36M Buy
22,651
+1,567
+7% +$94.5K 0.54% 40
2020
Q2 		$1.21M Buy
21,084
+7,126
+51% +$386K 0.54% 44
2020
Q1 		$696K Sell
13,958
-788
-5% -$46.9K 0.39% 77
2019
Q4 		$962K Buy
14,746
+8,085
+121% +$513K 0.41% 68
2019
Q3 		$407K Sell
6,661
-1,101
-14% -$66.5K 0.18% 172
2019
Q2 		$477K Buy
7,762
+3,263
+73% +$200K 0.22% 149
2019
Q1 		$273K Sell
4,499
-844
-16% -$49.8K 0.13% 210
2018
Q4 		$294K Buy
+5,343
New +$313K 0.18% 172

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TIAA Trust, National Association
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 19,085 shares — an estimated $1.42M sold.

Cedar Brook Financial Partners first reported a position in IEFA in Q4 2018 and held it in 22 quarters. The position peaked at $2.04M in Q4 2021. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 19,085 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $1.42M.
  • Cedar Brook Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares Core MSCI EAFE ETF position peaked at $2.04M in Q4 2021.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

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