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Cumberland Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cumberland Partners’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
Q1 		– Sell
-8,632
Closed -$644K – 186
2021
Q4 		$644K Buy
8,632
+11
+0.1% +$827 0.05% 142
2021
Q3 		$640K Buy
+8,621
New +$656K 0.05% 142

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cumberland Partners's IEFA Position: Q1 2022 in Review

Cumberland Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 8,632 shares — an estimated $644K sold.

Cumberland Partners first reported a position in IEFA in Q3 2021 and held it in 2 quarters. The position peaked at $644K in Q4 2021. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Cumberland Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Cumberland Partners sold 8,632 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $644K.
  • Cumberland Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and held it in 2 quarters.
  • Cumberland Partners's iShares Core MSCI EAFE ETF position peaked at $644K in Q4 2021.
  • 1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Cumberland Partners's 13F filing for Q1 2022, filed 10 May 2022.