Alaska Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Alaska Wealth 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
2024 Q4	–	Sell	-51	Closed	-$4.77K	–	76
2024 Q3	$4.77K	Hold	51	–	–	﹤0.01%	110
2024 Q2	$4.51K	Hold	51	–	–	﹤0.01%	105
2024 Q1	$4.57K	Sell	51 -1	-2%	-$88	﹤0.01%	101
2023 Q4	$4.63K	Sell	52 -14	-21%	-$1.18K	﹤0.01%	105
2023 Q3	$5.45K	Sell	66 -27	-29%	-$2.3K	﹤0.01%	101
2023 Q2	$8.05K	Hold	93	–	–	﹤0.01%	105
2023 Q1	$8.02K	Buy	+93	New	+$8.02K	﹤0.01%	94

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Alaska Wealth Advisors's EMB Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 51 shares — an estimated $4.77K sold.

Alaska Wealth Advisors first reported a position in EMB in Q1 2023 and held it in 7 quarters. The position peaked at $8.05K in Q2 2023. 862 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

Alaska Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 51 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $4.77K.
Alaska Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 7 quarters.
Alaska Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8.05K in Q2 2023.
862 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.