Cedar Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cedar Wealth Management’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
2022 Q2	–	Sell	-243	Closed	-$17K	–	356
2022 Q1	$17K	Hold	243	–	–	0.01%	261
2021 Q4	$18K	Hold	243	–	–	0.01%	257
2021 Q3	$18K	Hold	243	–	–	0.01%	207
2021 Q2	$18K	Hold	243	–	–	0.01%	212
2021 Q1	$18K	Hold	243	–	–	0.01%	192
2020 Q4	$17K	Hold	243	–	–	0.01%	180
2020 Q3	$15K	Hold	243	–	–	0.01%	173
2020 Q2	$14K	Buy	243 +3	+1%	+$163	0.01%	172
2020 Q1	$12K	Buy	+240	New	+$14.3K	0.01%	179

Other funds holding IEFA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

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

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

Cedar Wealth Management's IEFA Position: Q2 2022 in Review

Cedar Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 243 shares — an estimated $17K sold.

Cedar Wealth Management first reported a position in IEFA in Q1 2020 and held it in 9 quarters. The position peaked at $18K in Q4 2021. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

Cedar Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Cedar Wealth Management sold 243 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $17K.
Cedar Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and held it in 9 quarters.
Cedar Wealth Management's iShares Core MSCI EAFE ETF position peaked at $18K in Q4 2021.
1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Cedar Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.