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Axim Planning & Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-44
Closed -$3K – 68
2022
Q3 		$3K Hold
44
– – ﹤0.01% 141
2022
Q2 		$4K Buy
+44
New +$3.98K ﹤0.01% 110

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Axim Planning & Wealth's EMB Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2022, closing a stake of 44 shares — an estimated $3K sold.

Axim Planning & Wealth first reported a position in EMB in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 730 funds tracked by Wall St. Rank hold EMB as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 44 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2022, an estimated $3K.
  • Axim Planning & Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4K in Q2 2022.
  • 730 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.