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Cedar Brook Financial Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Cedar Brook Financial Partners’s Portfolio IXUS Stock Details IXUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,834
Closed -$260K – 226
2024
Q1 		$260K Sell
3,834
-268
-7% -$17.5K 0.05% 348
2023
Q4 		$263K Hold
4,102
– – 0.06% 327
2023
Q3 		$246K Sell
4,102
-1,519
-27% -$94.7K 0.06% 299
2023
Q2 		$352K Buy
5,621
+1,442
+35% +$90.3K 0.08% 246
2023
Q1 		$259K Sell
4,179
-1,458
-26% -$89.3K 0.07% 295
2022
Q4 		$326K Buy
5,637
+1,558
+38% +$86.9K 0.09% 254
2022
Q3 		$208K Sell
4,079
-309
-7% -$17.5K 0.07% 323
2022
Q2 		$250K Sell
4,388
-803
-15% -$49.4K 0.08% 277
2022
Q1 		$346K Buy
5,191
+804
+18% +$54.5K 0.09% 244
2021
Q4 		$311K Buy
4,387
+7
+0.2% +$503 0.08% 271
2021
Q3 		$311K Buy
4,380
+331
+8% +$24.1K 0.09% 241
2021
Q2 		$297K Buy
+4,049
New +$296K 0.09% 272

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2024, closing a stake of 3,834 shares — an estimated $260K sold.

Cedar Brook Financial Partners first reported a position in IXUS in Q2 2021 and held it in 12 quarters. The position peaked at $352K in Q2 2023. 718 funds tracked by Wall St. Rank hold IXUS as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,834 iShares Core MSCI Total International Stock ETF shares in Q2 2024, an estimated $260K.
  • Cedar Brook Financial Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2021 and held it in 12 quarters.
  • Cedar Brook Financial Partners's iShares Core MSCI Total International Stock ETF position peaked at $352K in Q2 2023.
  • 718 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2024.

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