Affinia Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Affinia Financial Group’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 Q4	–	Sell	-2,770	Closed	-$218K	–	32
2022 Q3	$218K	Buy	2,770 +34	+1%	+$2.91K	0.25%	27
2022 Q2	$232K	Buy	2,736 +32	+1%	+$2.89K	0.2%	27
2022 Q1	$254K	Buy	2,704 +30	+1%	+$3.04K	0.19%	25
2021 Q4	$278K	Buy	2,674 +27	+1%	+$2.95K	0.18%	25
2021 Q3	$290K	Buy	2,647 +24	+0.9%	+$2.7K	0.19%	24
2021 Q2	$294K	Buy	+2,623	New	+$292K	0.18%	25

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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 $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Affinia Financial Group's EMB Position: Q4 2022 in Review

Affinia Financial Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2022, closing a stake of 2,770 shares — an estimated $218K sold.

Affinia Financial Group first reported a position in EMB in Q2 2021 and held it in 6 quarters. The position peaked at $294K in Q2 2021. 730 funds tracked by Wall St. Rank hold EMB as of Q4 2022.

Affinia Financial Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2022 after selling out during the quarter.
Affinia Financial Group sold 2,770 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2022, an estimated $218K.
Affinia Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2021 and held it in 6 quarters.
Affinia Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $294K in Q2 2021.
730 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2022.

Based on Affinia Financial Group's 13F filing for Q4 2022, filed 31 Jan 2023.