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

Cedar Brook Financial Partners’s Portfolio IEMG Stock Details IEMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-75,572
Closed -$3.9M – 198
2024
Q1 		$3.9M Sell
75,572
-1,266
-2% -$63.4K 0.77% 27
2023
Q4 		$3.79M Buy
76,838
+3,559
+5% +$172K 0.84% 24
2023
Q3 		$3.49M Sell
73,279
-8,150
-10% -$403K 0.91% 23
2023
Q2 		$4.01M Sell
81,429
-58
-0.1% -$2.83K 0.95% 19
2023
Q1 		$3.98M Sell
81,487
-867
-1% -$42.5K 1.02% 17
2022
Q4 		$3.85M Buy
82,354
+4,729
+6% +$215K 1.08% 13
2022
Q3 		$3.34M Buy
77,625
+2,019
+3% +$96.8K 1.07% 16
2022
Q2 		$3.71M Buy
75,606
+294
+0.4% +$15.2K 1.16% 14
2022
Q1 		$4.18M Buy
75,312
+3,390
+5% +$196K 1.09% 17
2021
Q4 		$4.3M Buy
71,922
+2,071
+3% +$128K 1.1% 17
2021
Q3 		$4.31M Sell
69,851
-143
-0.2% -$9.1K 1.29% 13
2021
Q2 		$4.69M Buy
69,994
+2,509
+4% +$165K 1.35% 9
2021
Q1 		$4.34M Sell
67,485
-872
-1% -$57.4K 1.5% 10
2020
Q4 		$4.24M Sell
68,357
-1,571
-2% -$90.6K 1.5% 9
2020
Q3 		$3.69M Buy
69,928
+3,536
+5% +$185K 1.45% 10
2020
Q2 		$3.16M Buy
66,392
+4,731
+8% +$211K 1.41% 10
2020
Q1 		$2.5M Buy
61,661
+2,810
+5% +$138K 1.39% 11
2019
Q4 		$3.16M Buy
58,851
+20,388
+53% +$1.05M 1.34% 7
2019
Q3 		$1.89M Buy
38,463
+27,028
+236% +$1.34M 0.83% 23
2019
Q2 		$588K Buy
11,435
+118
+1% +$6.03K 0.27% 120
2019
Q1 		$585K Buy
11,317
+1,731
+18% +$87.7K 0.28% 110
2018
Q4 		$452K Buy
+9,586
New +$463K 0.27% 126

Other funds holding IEMG

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q2 2024, closing a stake of 75,572 shares — an estimated $3.9M sold.

Cedar Brook Financial Partners first reported a position in IEMG in Q4 2018 and held it in 22 quarters. The position peaked at $4.69M in Q2 2021. 1,700 funds tracked by Wall St. Rank hold IEMG as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 75,572 iShares Core MSCI Emerging Markets ETF shares in Q2 2024, an estimated $3.9M.
  • Cedar Brook Financial Partners first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's iShares Core MSCI Emerging Markets ETF position peaked at $4.69M in Q2 2021.
  • 1,700 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q2 2024.

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