Cedar Hill Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cedar Hill Associates’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
2018 Q4	$11.5M	Sell	208,933 -239,849	-53%	-$14.1M	4.4%	3
2018 Q3	$28.8M	Sell	448,782 -19,801	-4%	-$1.26M	6.46%	1
2018 Q2	$29.7M	Buy	468,583 +22,090	+5%	+$1.46M	6.17%	1
2018 Q1	$29.4M	Buy	446,493 +1,451	+0.3%	+$97.5K	5.84%	1
2017 Q4	$29.4M	Buy	445,042 +20,532	+5%	+$1.34M	5.12%	1
2017 Q3	$27.2M	Buy	424,510 +54,590	+15%	+$3.41M	4.7%	1
2017 Q2	$22.5M	Buy	369,920 +103,715	+39%	+$6.26M	4.68%	1
2017 Q1	$15.4M	Sell	266,205 -66,005	-20%	-$3.71M	3.21%	2
2016 Q4	$17.8M	Buy	332,210 +13,405	+4%	+$720K	2.99%	7
2016 Q3	$17.6M	Sell	318,805 -7,150	-2%	-$386K	2.87%	9
2016 Q2	$16.9M	Buy	325,955 +10,433	+3%	+$558K	2.9%	7
2016 Q1	$16.8M	Sell	315,522 -94,622	-23%	-$4.83M	2.91%	8
2015 Q4	$22.3M	Sell	410,144 -123,570	-23%	-$6.86M	3.92%	1
2015 Q3	$28.2M	Buy	533,714 +3,715	+0.7%	+$210K	5.01%	2
2015 Q2	$30.9M	Buy	529,999 +180,074	+51%	+$11M	4.87%	2
2015 Q1	$20.5M	Buy	349,925 +87,495	+33%	+$5.02M	3.25%	4
2014 Q4	$14.5M	Buy	262,430 +2,875	+1%	+$163K	2.29%	8
2014 Q3	$15.1M	Sell	259,555 -200	-0.1%	-$12.1K	2.44%	7
2014 Q2	$16.2M	Buy	259,755 +41,955	+19%	+$2.6M	2.56%	9
2014 Q1	$13.3M	Buy	217,800 +11,715	+6%	+$702K	2.23%	12
2013 Q4	$12.5M	Buy	206,085 +57,580	+39%	+$3.4M	2.23%	10
2013 Q3	$8.56M	Buy	148,505 +13,330	+10%	+$736K	1.63%	24
2013 Q2	$6.96M	Buy	+135,175	New	+$7.32M	1.36%	30

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Cedar Hill Associates's IEFA Position: Q4 2018 in Review

Cedar Hill Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 53% in Q4 2018, selling an estimated $14.1M and leaving 208,933 shares worth $11.5M. The position accounts for 4.4% of the portfolio, ranked #3.

Cedar Hill Associates first reported a position in IEFA in Q2 2013 and has held it in 23 quarters since. The position peaked at $30.9M in Q2 2015. 892 funds tracked by Wall St. Rank hold IEFA as of Q4 2018.

Cedar Hill Associates held 208,933 shares of iShares Core MSCI EAFE ETF worth $11.5M as of Q4 2018.
Cedar Hill Associates sold 239,849 iShares Core MSCI EAFE ETF shares in Q4 2018, an estimated $14.1M.
iShares Core MSCI EAFE ETF made up 4.4% of Cedar Hill Associates's portfolio in Q4 2018, its #3 holding.
Cedar Hill Associates first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and has held it in 23 quarters since.
Cedar Hill Associates's iShares Core MSCI EAFE ETF position peaked at $30.9M in Q2 2015.
892 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.