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1834 Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

1834 Investment Advisors’s Portfolio EMB Stock Details EMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-268
Closed -$23K – 275
2022
Q2 		$23K Buy
268
+36
+16% +$3.25K ﹤0.01% 329
2022
Q1 		$23K Buy
232
+5
+2% +$507 ﹤0.01% 307
2021
Q4 		$25K Buy
227
+7
+3% +$764 ﹤0.01% 313
2021
Q3 		$24K Buy
220
+2
+0.9% +$225 ﹤0.01% 324
2021
Q2 		$25K Sell
218
-2,156
-91% -$240K ﹤0.01% 334
2021
Q1 		$258K Buy
2,374
+36
+2% +$4.02K 0.03% 172
2020
Q4 		$271K Buy
2,338
+6
+0.3% +$679 0.04% 174
2020
Q3 		$259K Sell
2,332
-13,858
-86% -$1.56M 0.04% 162
2020
Q2 		$1.77M Sell
16,190
-7,305
-31% -$756K 0.28% 69
2020
Q1 		$2.27M Sell
23,495
-9,928
-30% -$1.09M 0.43% 61
2019
Q4 		$3.83M Buy
33,423
+5,273
+19% +$596K 0.59% 53
2019
Q3 		$3.19M Buy
28,150
+3,607
+15% +$410K 0.46% 62
2019
Q2 		$2.78M Buy
24,543
+3,404
+16% +$375K 0.42% 63
2019
Q1 		$2.33M Buy
21,139
+5,976
+39% +$645K 0.35% 70
2018
Q4 		$1.57M Sell
15,163
-600
-4% -$62.7K 0.26% 79
2018
Q3 		$1.7M Sell
15,763
-1,131
-7% -$121K 0.25% 78
2018
Q2 		$1.8M Buy
16,894
+3,125
+23% +$341K 0.28% 71
2018
Q1 		$1.55M Buy
13,769
+8,442
+158% +$959K 0.27% 74
2017
Q4 		$618K Buy
5,327
+2,095
+65% +$242K 0.1% 120
2017
Q3 		$376K Buy
3,232
+760
+31% +$87.8K 0.07% 129
2017
Q2 		$283K Buy
2,472
+262
+12% +$30.1K 0.05% 151
2017
Q1 		$251K Buy
+2,210
New +$249K 0.05% 168
2016
Q1 		– Sell
-1,940
Closed -$205K – 173
2015
Q4 		$205K Buy
1,940
+33
+2% +$3.56K 0.05% 173
2015
Q3 		$203K Buy
+1,907
New +$207K 0.05% 186

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

1834 Investment Advisors's EMB Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2022, closing a stake of 268 shares — an estimated $23K sold.

1834 Investment Advisors first reported a position in EMB in Q3 2015 and held it in 24 quarters. The position peaked at $3.83M in Q4 2019. 667 funds tracked by Wall St. Rank hold EMB as of Q3 2022.

  • 1834 Investment Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 268 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2022, an estimated $23K.
  • 1834 Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2015 and held it in 24 quarters.
  • 1834 Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.83M in Q4 2019.
  • 667 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.