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

Aries 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
2022
Q2 		– Sell
-72,709
Closed -$7.11M – 186
2022
Q1 		$7.11M Buy
+72,709
New +$7.37M 3.08% 14

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aries Wealth Management's EMB Position: Q2 2022 in Review

Aries Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 72,709 shares — an estimated $7.11M sold.

Aries Wealth Management first reported a position in EMB in Q1 2022 and held it in 1 quarter. The position peaked at $7.11M in Q1 2022. 681 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

  • Aries Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 72,709 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $7.11M.
  • Aries Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $7.11M in Q1 2022.
  • 681 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.