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

Baker Tilly 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	-2,537	Closed	-$226K	–	428
2023 Q4	$226K	Buy	+2,537	New	+$214K	0.04%	431
2023 Q3	–	Sell	-5,760	Closed	-$498K	–	492
2023 Q2	$498K	Buy	5,760 +879	+18%	+$75K	0.05%	340
2023 Q1	$421K	Buy	4,881 +224	+5%	+$19.3K	0.05%	376
2022 Q4	$394K	Buy	4,657 +1,262	+37%	+$104K	0.05%	387
2022 Q3	$270K	Buy	3,395 +70	+2%	+$5.98K	0.04%	431
2022 Q2	$284K	Sell	3,325 -329	-9%	-$29.7K	0.04%	422
2022 Q1	$357K	Buy	3,654 +1,240	+51%	+$126K	0.04%	406
2021 Q4	$263K	Sell	2,414 -844	-26%	-$92.1K	0.03%	454
2021 Q3	$359K	Buy	3,258 +509	+19%	+$57.2K	0.05%	385
2021 Q2	$309K	Buy	2,749 +494	+22%	+$55K	0.05%	388
2021 Q1	$246K	Buy	+2,255	New	+$252K	0.05%	410

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

Baker Tilly Wealth Management's EMB Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 2,537 shares — an estimated $226K sold.

Baker Tilly Wealth Management first reported a position in EMB in Q1 2021 and held it in 11 quarters. The position peaked at $498K in Q2 2023. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Baker Tilly Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,537 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $226K.
Baker Tilly Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and held it in 11 quarters.
Baker Tilly Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $498K in Q2 2023.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.