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

Avitas 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
Q4 		$291K Buy
+3,270
New +$298K 0.04% 179
2021
Q4 		– Sell
-82,516
Closed -$9.08M – 182
2021
Q3 		$9.08M Sell
82,516
-2,255
-3% -$253K 1.65% 7
2021
Q2 		$9.53M Buy
84,771
+1,819
+2% +$202K 1.7% 6
2021
Q1 		$9.03M Buy
82,952
+1,403
+2% +$157K 1.77% 4
2020
Q4 		$9.45M Buy
+81,549
New +$9.23M 1.91% 4

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Avitas Wealth Management's EMB Position: Q4 2024 in Review

Avitas Wealth Management opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024: 3,270 shares worth $291K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings. This is a return to the name: Avitas Wealth Management previously reported a position in EMB as recently as Q3 2021.

Avitas Wealth Management first reported a position in EMB in Q4 2020 and has held it in 5 quarters since. The position peaked at $9.53M in Q2 2021. 862 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

  • Avitas Wealth Management held 3,270 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $291K as of Q4 2024.
  • iShares JPMorgan USD Emerging Markets Bond ETF was a new Avitas Wealth Management position in Q4 2024.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of Avitas Wealth Management's portfolio in Q4 2024, its #179 holding.
  • Avitas Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and has held it in 5 quarters since.
  • Avitas Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $9.53M in Q2 2021.
  • 862 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.