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Ballew Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Ballew Advisors’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
-4,665
Closed -$413K – 104
2024
Q1 		$413K Sell
4,665
-425
-8% -$37.4K 0.28% 74
2023
Q4 		$446K Sell
5,090
-649
-11% -$54.7K 0.34% 66
2023
Q3 		$463K Sell
5,739
-193
-3% -$16.5K 0.38% 67
2023
Q2 		$507K Buy
5,932
+3
+0.1% +$256 0.37% 67
2023
Q1 		$512K Sell
5,929
-6,056
-51% -$522K 0.37% 67
2022
Q4 		$1.06M Sell
11,985
-149
-1% -$12.3K 0.81% 28
2022
Q3 		$958K Buy
12,134
+216
+2% +$18.5K 0.86% 29
2022
Q2 		$975K Buy
11,918
+5,283
+80% +$478K 0.89% 27
2022
Q1 		$628K Buy
6,635
+738
+13% +$74.8K 0.48% 47
2021
Q4 		$619K Sell
5,897
-1,213
-17% -$132K 0.43% 61
2021
Q3 		$774K Buy
7,110
+114
+2% +$12.8K 0.57% 50
2021
Q2 		$782K Sell
6,996
-6,434
-48% -$716K 0.54% 54
2021
Q1 		$1.47M Buy
13,430
+6,901
+106% +$771K 0.54% 50
2020
Q4 		$742K Sell
6,529
-82
-1% -$9.29K 0.57% 42
2020
Q3 		$732K Sell
6,611
-879
-12% -$98.7K 0.62% 38
2020
Q2 		$822K Sell
7,490
-53
-0.7% -$5.49K 0.81% 26
2020
Q1 		$729K Sell
7,543
-37
-0.5% -$4.08K 0.82% 27
2019
Q4 		$868K Sell
7,580
-15
-0.2% -$1.7K 0.74% 28
2019
Q3 		$860K Sell
7,595
-179
-2% -$20.4K 0.78% 27
2019
Q2 		$880K Sell
7,774
-26
-0.3% -$2.87K 0.8% 31
2019
Q1 		$856K Buy
7,800
+213
+3% +$23K 0.79% 30
2018
Q4 		$817K Sell
7,587
-296
-4% -$30.9K 0.77% 31
2018
Q3 		$831K Buy
7,883
+201
+3% +$21.6K 0.76% 31
2018
Q2 		$820K Buy
7,682
+427
+6% +$46.6K 0.92% 26
2018
Q1 		$818K Buy
7,255
+129
+2% +$14.7K 0.71% 36
2017
Q4 		$827K Buy
+7,126
New +$824K 0.82% 33

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ballew Advisors's EMB Position: Q2 2024 in Review

Ballew Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 4,665 shares — an estimated $413K sold.

Ballew Advisors first reported a position in EMB in Q4 2017 and held it in 26 quarters. The position peaked at $1.47M in Q1 2021. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

  • Ballew Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Ballew Advisors sold 4,665 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $413K.
  • Ballew Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 26 quarters.
  • Ballew Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.47M in Q1 2021.
  • 810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on Ballew Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.