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Cedar Brook Financial Partners’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Cedar Brook Financial Partners’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-26,211
Closed -$1.08M – 123
2024
Q1 		$1.08M Sell
26,211
-213
-0.8% -$8.48K 0.21% 115
2023
Q4 		$1.03M Buy
26,424
+439
+2% +$16.9K 0.23% 106
2023
Q3 		$986K Hold
25,985
– – 0.26% 95
2023
Q2 		$1.03M Buy
25,985
+242
+0.9% +$9.52K 0.24% 98
2023
Q1 		$1.02M Hold
25,743
– – 0.26% 96
2022
Q4 		$976K Sell
25,743
-784
-3% -$28.9K 0.27% 101
2022
Q3 		$925K Sell
26,527
-390
-1% -$15.2K 0.3% 88
2022
Q2 		$1.08M Buy
26,917
+813
+3% +$34.1K 0.34% 81
2022
Q1 		$1.18M Buy
26,104
+13
+0% +$614 0.31% 81
2021
Q4 		$1.27M Sell
26,091
-469
-2% -$23.6K 0.33% 76
2021
Q3 		$1.34M Sell
26,560
-327
-1% -$17K 0.4% 64
2021
Q2 		$1.48M Buy
26,887
+263
+1% +$14.3K 0.43% 57
2021
Q1 		$1.42M Buy
26,624
+2,556
+11% +$140K 0.49% 49
2020
Q4 		$1.24M Buy
24,068
+238
+1% +$11.4K 0.44% 56
2020
Q3 		$1.05M Sell
23,830
-897
-4% -$39.4K 0.41% 58
2020
Q2 		$989K Buy
24,727
+14,431
+140% +$540K 0.44% 59
2020
Q1 		$351K Sell
10,296
-1,521
-13% -$62.4K 0.19% 153
2019
Q4 		$530K Buy
11,817
+213
+2% +$9.14K 0.23% 133
2019
Q3 		$474K Hold
11,604
– – 0.21% 149
2019
Q2 		$498K Buy
11,604
+78
+0.7% +$3.31K 0.23% 142
2019
Q1 		$495K Hold
11,526
– – 0.24% 137
2018
Q4 		$450K Buy
+11,526
New +$462K 0.27% 127

Other funds holding EEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Cedar Brook Financial Partners's EEM Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares MSCI Emerging Markets ETF (EEM) in Q2 2024, closing a stake of 26,211 shares — an estimated $1.08M sold.

Cedar Brook Financial Partners first reported a position in EEM in Q4 2018 and held it in 22 quarters. The position peaked at $1.48M in Q2 2021. 1,269 funds tracked by Wall St. Rank hold EEM as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 26,211 iShares MSCI Emerging Markets ETF shares in Q2 2024, an estimated $1.08M.
  • Cedar Brook Financial Partners first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares MSCI Emerging Markets ETF position peaked at $1.48M in Q2 2021.
  • 1,269 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.