McClarren Financial Advisors’s CME Group CME Stock Holding History

McClarren Financial Advisors’s Portfolio CME Stock Details CME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-123	Closed	-$32K	–	128
2025 Q1	$32K	Buy	123 +4	+3%	+$987	0.02%	163
2024 Q4	$27K	Buy	119 +1	+0.8%	+$230	0.08%	116
2024 Q3	$26	Sell	118 -78	-40%	-$16.1K	﹤0.01%	156
2024 Q2	$23K	Buy	196 +78	+66%	+$16.1K	0.02%	209
2024 Q1	$26K	Buy	118 +4	+4%	+$840	0.02%	189
2023 Q4	$24K	Buy	114 +1	+0.9%	+$213	0.02%	214
2023 Q3	$22K	Buy	113 +1	+0.9%	+$199	0.02%	207
2023 Q2	$20K	Sell	112 -3	-3%	-$554	0.02%	215
2023 Q1	$21K	Buy	115 +1	+0.9%	+$181	0.02%	202
2022 Q4	$19K	Buy	114 +4	+4%	+$695	0.02%	214
2022 Q3	$19K	Buy	+110	New	+$21.7K	0.02%	198
2022 Q2	–	Sell	-109	Closed	-$26K	–	70
2022 Q1	$26K	Buy	109 +1	+0.9%	+$235	0.02%	160
2021 Q4	$25K	Buy	108 +1	+0.9%	+$220	0.02%	180
2021 Q3	$20K	Buy	107 +1	+0.9%	+$203	0.02%	165
2021 Q2	$22K	Hold	106	–	–	0.02%	173
2021 Q1	$22K	Buy	106 +1	+1%	+$197	0.02%	151
2020 Q4	$19K	Buy	+105	New	+$17.9K	0.02%	141

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McClarren Financial Advisors's CME Position: Q2 2025 in Review

McClarren Financial Advisors sold out of CME Group (CME) in Q2 2025, closing a stake of 123 shares — an estimated $32K sold.

McClarren Financial Advisors first reported a position in CME in Q4 2020 and held it in 17 quarters. The position peaked at $32K in Q1 2025. 1,660 funds tracked by Wall St. Rank hold CME as of Q2 2025.

McClarren Financial Advisors reported no remaining CME Group position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 123 CME Group shares in Q2 2025, an estimated $32K.
McClarren Financial Advisors first reported a position in CME Group in Q4 2020 and held it in 17 quarters.
McClarren Financial Advisors's CME Group position peaked at $32K in Q1 2025.
1,660 funds tracked by Wall St. Rank held CME Group as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.