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Cedar Brook Financial Partners’s iShares MSCI Emerging Markets Min Vol Factor ETF EEMV Stock Holding History

Cedar Brook Financial Partners’s Portfolio EEMV Stock Details EEMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-43,924
Closed -$2.49M – 124
2024
Q1 		$2.49M Buy
43,924
+328
+0.8% +$18.3K 0.49% 51
2023
Q4 		$2.39M Buy
43,596
+2,026
+5% +$109K 0.53% 46
2023
Q3 		$2.22M Buy
41,570
+241
+0.6% +$13.2K 0.58% 41
2023
Q2 		$2.27M Buy
41,329
+277
+0.7% +$15.3K 0.54% 41
2023
Q1 		$2.24M Buy
41,052
+7,737
+23% +$419K 0.58% 38
2022
Q4 		$1.77M Buy
33,315
+8,952
+37% +$468K 0.5% 47
2022
Q3 		$1.23M Sell
24,363
-46
-0.2% -$2.51K 0.4% 64
2022
Q2 		$1.35M Sell
24,409
-284
-1% -$16.4K 0.42% 64
2022
Q1 		$1.51M Buy
24,693
+2,444
+11% +$152K 0.39% 63
2021
Q4 		$1.4M Sell
22,249
-4,239
-16% -$267K 0.36% 69
2021
Q3 		$1.66M Buy
26,488
+489
+2% +$30.8K 0.5% 48
2021
Q2 		$1.67M Buy
25,999
+1,237
+5% +$79K 0.48% 47
2021
Q1 		$1.56M Buy
24,762
+394
+2% +$24.9K 0.54% 45
2020
Q4 		$1.49M Buy
24,368
+356
+1% +$20.8K 0.53% 44
2020
Q3 		$1.32M Sell
24,012
-2,202
-8% -$122K 0.52% 43
2020
Q2 		$1.36M Sell
26,214
-1,296
-5% -$65.6K 0.61% 34
2020
Q1 		$1.29M Buy
27,510
+3,380
+14% +$182K 0.72% 30
2019
Q4 		$1.42M Buy
24,130
+3,202
+15% +$186K 0.6% 43
2019
Q3 		$1.2M Sell
20,928
-10
-0% -$575 0.53% 49
2019
Q2 		$1.23M Buy
20,938
+1,288
+7% +$75.2K 0.57% 45
2019
Q1 		$1.17M Buy
19,650
+1,291
+7% +$75.5K 0.57% 49
2018
Q4 		$1.03M Buy
+18,359
New +$1.03M 0.62% 43

Other funds holding EEMV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) in Q2 2024, closing a stake of 43,924 shares — an estimated $2.49M sold.

Cedar Brook Financial Partners first reported a position in EEMV in Q4 2018 and held it in 22 quarters. The position peaked at $2.49M in Q1 2024. 337 funds tracked by Wall St. Rank hold EEMV as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares MSCI Emerging Markets Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 43,924 iShares MSCI Emerging Markets Min Vol Factor ETF shares in Q2 2024, an estimated $2.49M.
  • Cedar Brook Financial Partners first reported a position in iShares MSCI Emerging Markets Min Vol Factor ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares MSCI Emerging Markets Min Vol Factor ETF position peaked at $2.49M in Q1 2024.
  • 337 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets Min Vol Factor ETF as of Q2 2024.

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