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

Atticus 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
2024 Q1	–	Sell	-12	Closed	-$1.07K	–	560
2023 Q4	$1.07K	Sell	12 -28	-70%	-$2.36K	﹤0.01%	514
2023 Q3	$3.3K	Buy	40 +28	+233%	+$2.39K	﹤0.01%	472
2023 Q2	$1.04K	Hold	12	–	–	﹤0.01%	532
2023 Q1	$1.04K	Hold	12	–	–	﹤0.01%	497
2022 Q4	$1.01K	Hold	12	–	–	﹤0.01%	491
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	533
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	567
2022 Q1	$1K	Buy	+12	New	+$1.22K	﹤0.01%	553

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

COPPSERS

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

Atticus Wealth Management's EMB Position: Q1 2024 in Review

Atticus Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 12 shares — an estimated $1.07K sold.

Atticus Wealth Management first reported a position in EMB in Q1 2022 and held it in 8 quarters. The position peaked at $3.3K in Q3 2023. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Atticus Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Atticus Wealth Management sold 12 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $1.07K.
Atticus Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and held it in 8 quarters.
Atticus Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.3K in Q3 2023.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.