Cedar Wealth Management’s iShares MSCI Europe Small-Cap ETF IEUS Stock Holding History

Cedar Wealth Management’s Portfolio IEUS Stock Details IEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,763	Closed	-$268K	–	349
2023 Q4	$268K	Hold	4,763	–	–	0.1%	90
2023 Q3	$236K	Hold	4,763	–	–	0.09%	96
2023 Q2	$251K	Hold	4,763	–	–	0.1%	92
2023 Q1	$254K	Buy	+4,763	New	+$255K	0.1%	86
2022 Q4	–	Sell	-4,763	Closed	-$195K	–	320
2022 Q3	$195K	Hold	4,763	–	–	0.1%	104
2022 Q2	$231K	Hold	4,763	–	–	0.11%	100
2022 Q1	$291K	Buy	4,763 +407	+9%	+$25.7K	0.12%	101
2021 Q4	$303K	Hold	4,356	–	–	0.12%	104
2021 Q3	$301K	Hold	4,356	–	–	0.13%	91
2021 Q2	$302K	Buy	4,356 +332	+8%	+$23.4K	0.14%	89
2021 Q1	$265K	Hold	4,024	–	–	0.13%	91
2020 Q4	$250K	Buy	4,024 +24	+0.6%	+$1.34K	0.13%	87
2020 Q3	$206K	Buy	4,000 +2,000	+100%	+$101K	0.13%	88
2020 Q2	$94K	Buy	+2,000	New	+$87.2K	0.06%	104

Other funds holding IEUS

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Cedar Wealth Management's IEUS Position: Q1 2024 in Review

Cedar Wealth Management sold out of iShares MSCI Europe Small-Cap ETF (IEUS) in Q1 2024, closing a stake of 4,763 shares — an estimated $268K sold.

Cedar Wealth Management first reported a position in IEUS in Q2 2020 and held it in 14 quarters. The position peaked at $303K in Q4 2021. 43 funds tracked by Wall St. Rank hold IEUS as of Q1 2024.

Cedar Wealth Management reported no remaining iShares MSCI Europe Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Cedar Wealth Management sold 4,763 iShares MSCI Europe Small-Cap ETF shares in Q1 2024, an estimated $268K.
Cedar Wealth Management first reported a position in iShares MSCI Europe Small-Cap ETF in Q2 2020 and held it in 14 quarters.
Cedar Wealth Management's iShares MSCI Europe Small-Cap ETF position peaked at $303K in Q4 2021.
43 funds tracked by Wall St. Rank held iShares MSCI Europe Small-Cap ETF as of Q1 2024.

Based on Cedar Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.