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

Alera 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
2024
Q3 		$3.22M Buy
34,394
+462
+1% +$42.1K 0.38% 44
2024
Q2 		$3M Buy
+33,932
New +$3.01M 0.36% 45
2019
Q2 		– Sell
-57
Closed -$6K – 350
2019
Q1 		$6K Buy
+57
New +$6.15K ﹤0.01% 583

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Alera Investment Advisors's EMB Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.4% in Q3 2024, buying an estimated $42.1K and bringing the position to 34,394 shares worth $3.22M. The position accounts for 0.38% of the portfolio, ranked #44.

Alera Investment Advisors first reported a position in EMB in Q1 2019 and has held it in 3 quarters since. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

  • Alera Investment Advisors held 34,394 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.22M as of Q3 2024.
  • Alera Investment Advisors bought 462 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $42.1K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.38% of Alera Investment Advisors's portfolio in Q3 2024, its #44 holding.
  • Alera Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and has held it in 3 quarters since.
  • 832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.