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Cedar Brook Financial Partners’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

Cedar Brook Financial Partners’s Portfolio EMGF Stock Details EMGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,817
Closed -$972K – 127
2024
Q1 		$972K Buy
21,817
+935
+4% +$40.2K 0.19% 126
2023
Q4 		$872K Buy
20,882
+345
+2% +$14.4K 0.19% 125
2023
Q3 		$840K Buy
20,537
+2,332
+13% +$98K 0.22% 110
2023
Q2 		$757K Buy
18,205
+25
+0.1% +$1.03K 0.18% 127
2023
Q1 		$755K Buy
18,180
+505
+3% +$21.2K 0.19% 125
2022
Q4 		$725K Buy
17,675
+841
+5% +$34.1K 0.2% 128
2022
Q3 		$647K Buy
16,834
+1,135
+7% +$48.1K 0.21% 126
2022
Q2 		$674K Sell
15,699
-254
-2% -$11.6K 0.21% 125
2022
Q1 		$772K Buy
15,953
+4,197
+36% +$210K 0.2% 125
2021
Q4 		$601K Buy
11,756
+857
+8% +$44.1K 0.15% 162
2021
Q3 		$562K Buy
10,899
+1,441
+15% +$75.9K 0.17% 152
2021
Q2 		$512K Buy
+9,458
New +$506K 0.15% 175

Other funds holding EMGF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q2 2024, closing a stake of 21,817 shares — an estimated $972K sold.

Cedar Brook Financial Partners first reported a position in EMGF in Q2 2021 and held it in 12 quarters. The position peaked at $972K in Q1 2024. 127 funds tracked by Wall St. Rank hold EMGF as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 21,817 iShares Emerging Markets Equity Factor ETF shares in Q2 2024, an estimated $972K.
  • Cedar Brook Financial Partners first reported a position in iShares Emerging Markets Equity Factor ETF in Q2 2021 and held it in 12 quarters.
  • Cedar Brook Financial Partners's iShares Emerging Markets Equity Factor ETF position peaked at $972K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q2 2024.

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