AXS Investments’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

AXS Investments’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 Q2	–	Sell	-9,000	Closed	-$807K	–	247
2024 Q1	$807K	Sell	9,000 -4,000	-31%	-$352K	0.19%	183
2023 Q4	$1.16M	Buy	+13,000	New	+$1.09M	0.28%	148
2023 Q3	–	Sell	-32,000	Closed	-$2.77M	–	398
2023 Q2	$2.77M	Buy	+32,000	New	+$2.73M	0.74%	23
2021 Q4	–	Sell	-13,418	Closed	-$1.48M	–	192
2021 Q3	$1.48M	Buy	+13,418	New	+$1.51M	0.55%	28

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

AXS Investments's EMB Position: Q2 2024 in Review

AXS Investments sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 9,000 shares — an estimated $807K sold.

AXS Investments first reported a position in EMB in Q3 2021 and held it in 4 quarters. The position peaked at $2.77M in Q2 2023. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

AXS Investments reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 9,000 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $807K.
AXS Investments first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2021 and held it in 4 quarters.
AXS Investments's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.77M in Q2 2023.
810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.