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IEFA icon

CEDRUS’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CEDRUS’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
2024
Q3 		$876K Buy
11,220
+2,396
+27% +$179K 0.32% 61
2024
Q2 		$641K Buy
8,824
+44
+0.5% +$3.24K 0.32% 62
2024
Q1 		$652K Sell
8,780
-227
-3% -$16.2K 0.36% 57
2023
Q4 		$634K Sell
9,007
-345
-4% -$22.7K 0.39% 46
2023
Q3 		$602K Sell
9,352
-34
-0.4% -$2.28K 0.43% 43
2023
Q2 		$634K Sell
9,386
-93
-1% -$6.31K 0.45% 41
2023
Q1 		$634K Sell
9,479
-221
-2% -$14.5K 0.45% 43
2022
Q4 		$598K Buy
9,700
+1,891
+24% +$111K 0.48% 39
2022
Q3 		$411K Sell
7,809
-1,071
-12% -$63K 0.39% 48
2022
Q2 		$523K Sell
8,880
-2,540
-22% -$163K 0.51% 40
2022
Q1 		$794K Buy
11,420
+1,690
+17% +$120K 0.72% 34
2021
Q4 		$726K Buy
+9,730
New +$731K 0.7% 38

Other funds holding IEFA

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CEDRUS's IEFA Position: Q3 2024 in Review

CEDRUS increased its iShares Core MSCI EAFE ETF (IEFA) stake by 27% in Q3 2024, buying an estimated $179K and bringing the position to 11,220 shares worth $876K. The position accounts for 0.32% of the portfolio, ranked #61.

CEDRUS first reported a position in IEFA in Q4 2021 and has held it in 12 quarters since. 1,854 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • CEDRUS held 11,220 shares of iShares Core MSCI EAFE ETF worth $876K as of Q3 2024.
  • CEDRUS bought 2,396 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $179K.
  • iShares Core MSCI EAFE ETF made up 0.32% of CEDRUS's portfolio in Q3 2024, its #61 holding.
  • CEDRUS first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 12 quarters since.
  • 1,854 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.