Baldwin Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Baldwin Wealth Partners’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	–	Sell	-10	Closed	-$936	–	474
2024 Q3	$936	Sell	10 -9	-47%	-$820	﹤0.01%	1011
2024 Q2	$1.68K	Buy	+19	New	+$1.69K	﹤0.01%	673
2024 Q1	–	Sell	-33	Closed	-$2.94K	–	704
2023 Q4	$2.94K	Hold	33	–	–	﹤0.01%	654
2023 Q3	$2.72K	Hold	33	–	–	﹤0.01%	671
2023 Q2	$2.86K	Hold	33	–	–	﹤0.01%	683
2023 Q1	$2.85K	Hold	33	–	–	﹤0.01%	711
2022 Q4	$2.79K	Hold	33	–	–	﹤0.01%	700
2022 Q3	$3K	Hold	33	–	–	﹤0.01%	594
2022 Q2	$3K	Hold	33	–	–	﹤0.01%	628
2022 Q1	$3K	Hold	33	–	–	﹤0.01%	627
2021 Q4	$4K	Hold	33	–	–	﹤0.01%	573
2021 Q3	$4K	Buy	+33	New	+$3.71K	﹤0.01%	588

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Baldwin Wealth Partners's EMB Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 10 shares — an estimated $936 sold.

Baldwin Wealth Partners first reported a position in EMB in Q3 2021 and held it in 12 quarters. The position peaked at $4K in Q4 2021. 862 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 10 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $936.
Baldwin Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2021 and held it in 12 quarters.
Baldwin Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4K in Q4 2021.
862 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.