1900 Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

1900 Wealth Management’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
2024 Q2	–	Sell	-15,484	Closed	-$1.39M	–	225
2024 Q1	$1.39M	Sell	15,484 -8,551	-36%	-$753K	0.13%	87
2023 Q4	$2.14M	Sell	24,035 -34	-0.1%	-$2.86K	0.2%	84
2023 Q3	$1.99M	Sell	24,069 -8,324	-26%	-$710K	0.2%	91
2023 Q2	$2.8M	Sell	32,393 -3,559	-10%	-$304K	0.29%	70
2023 Q1	$3.07M	Hold	35,952	–	–	0.33%	62
2022 Q4	$3.04M	Hold	35,952	–	–	0.33%	63
2022 Q3	$2.85M	Sell	35,952 -46	-0.1%	-$3.93K	0.33%	62
2022 Q2	$3.07M	Sell	35,998 -348	-1%	-$31.5K	0.34%	60
2022 Q1	$3.55M	Sell	36,346 -626	-2%	-$63.4K	0.34%	59
2021 Q4	$4.03M	Sell	36,972 -8,504	-19%	-$928K	0.36%	56
2021 Q3	$5M	Buy	45,476 +6,100	+15%	+$685K	0.49%	51
2021 Q2	$4.43M	Sell	39,376 -2,850	-7%	-$317K	0.42%	51
2021 Q1	$4.6K	Sell	42,226 -5,778	-12%	-$646K	0.35%	45
2020 Q4	$5.57M	Buy	+48,004	New	+$5.44M	0.65%	36

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

1900 Wealth Management's EMB Position: Q2 2024 in Review

1900 Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 15,484 shares — an estimated $1.39M sold.

1900 Wealth Management first reported a position in EMB in Q4 2020 and held it in 14 quarters. The position peaked at $5.57M in Q4 2020. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

1900 Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
1900 Wealth Management sold 15,484 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $1.39M.
1900 Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 14 quarters.
1900 Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $5.57M in Q4 2020.
810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on 1900 Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.