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Cedar Brook Financial Partners’s iShares Core MSCI Europe ETF IEUR Stock Holding History

Cedar Brook Financial Partners’s Portfolio IEUR Stock Details IEUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,822
Closed -$254K – 395
2023
Q2 		$254K Buy
4,822
+166
+4% +$8.82K 0.06% 320
2023
Q1 		$244K Sell
4,656
-220
-5% -$11.3K 0.06% 307
2022
Q4 		$232K Sell
4,876
-1,238
-20% -$55.8K 0.07% 316
2022
Q3 		$242K Sell
6,114
-294
-5% -$13.1K 0.08% 285
2022
Q2 		$288K Buy
6,408
+521
+9% +$25.7K 0.09% 246
2022
Q1 		$314K Sell
5,887
-457
-7% -$25K 0.08% 266
2021
Q4 		$369K Buy
6,344
+782
+14% +$45.2K 0.09% 236
2021
Q3 		$312K Buy
5,562
+42
+0.8% +$2.45K 0.09% 239
2021
Q2 		$316K Buy
5,520
+301
+6% +$17.3K 0.09% 255
2021
Q1 		$282K Buy
5,219
+177
+4% +$9.39K 0.1% 238
2020
Q4 		$259K Sell
5,042
-46
-0.9% -$2.21K 0.09% 243
2020
Q3 		$227K Buy
+5,088
New +$231K 0.09% 249
2020
Q1 		– Sell
-4,862
Closed -$242K – 266
2019
Q4 		$242K Sell
4,862
-405
-8% -$19.3K 0.1% 241
2019
Q3 		$241K Sell
5,267
-1,313
-20% -$59.6K 0.11% 241
2019
Q2 		$307K Buy
6,580
+472
+8% +$22K 0.14% 203
2019
Q1 		$280K Sell
6,108
-1,709
-22% -$76K 0.14% 207
2018
Q4 		$323K Buy
+7,817
New +$343K 0.2% 164

Other funds holding IEUR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Cedar Brook Financial Partners's IEUR Position: Q3 2023 in Review

Cedar Brook Financial Partners sold out of iShares Core MSCI Europe ETF (IEUR) in Q3 2023, closing a stake of 4,822 shares — an estimated $254K sold.

Cedar Brook Financial Partners first reported a position in IEUR in Q4 2018 and held it in 17 quarters. The position peaked at $369K in Q4 2021. 283 funds tracked by Wall St. Rank hold IEUR as of Q3 2023.

  • Cedar Brook Financial Partners reported no remaining iShares Core MSCI Europe ETF position as of Q3 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,822 iShares Core MSCI Europe ETF shares in Q3 2023, an estimated $254K.
  • Cedar Brook Financial Partners first reported a position in iShares Core MSCI Europe ETF in Q4 2018 and held it in 17 quarters.
  • Cedar Brook Financial Partners's iShares Core MSCI Europe ETF position peaked at $369K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q3 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2023, filed 17 Oct 2023.