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

Accel 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
2023 Q2	–	Sell	-33	Closed	-$2.85K	–	367
2023 Q1	$2.85K	Hold	33	–	–	﹤0.01%	1071
2022 Q4	$2.79K	Hold	33	–	–	﹤0.01%	876
2022 Q3	$3K	Hold	33	–	–	﹤0.01%	891
2022 Q2	$3K	Sell	33 -20	-38%	-$1.81K	﹤0.01%	852
2022 Q1	$5K	Hold	53	–	–	﹤0.01%	802
2021 Q4	$6K	Buy	53 +20	+61%	+$2.18K	﹤0.01%	786
2021 Q3	$4K	Sell	33 -19	-37%	-$2.13K	﹤0.01%	761
2021 Q2	$6K	Sell	52 -16	-24%	-$1.78K	﹤0.01%	768
2021 Q1	$7K	Hold	68	–	–	0.01%	701
2020 Q4	$8K	Buy	+68	New	+$7.7K	0.01%	649

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

BlackRock New York $5.72T AUM 30.48% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Accel Wealth Management's EMB Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 33 shares — an estimated $2.85K sold.

Accel Wealth Management first reported a position in EMB in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q4 2020. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

Accel Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 33 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $2.85K.
Accel Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8K in Q4 2020.
762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.