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Barrett Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Barrett Asset 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
2021
Q4 		– Sell
-76
Closed -$8K – 596
2021
Q3 		$8K Buy
+76
New +$8.54K ﹤0.01% 432
2014
Q4 		– Sell
-900
Closed -$102K – 370
2014
Q3 		$102K Buy
+900
New +$103K 0.01% 208

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barrett Asset Management's EMB Position: Q4 2021 in Review

Barrett Asset Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2021, closing a stake of 76 shares — an estimated $8K sold.

Barrett Asset Management first reported a position in EMB in Q3 2014 and held it in 2 quarters. The position peaked at $102K in Q3 2014. 788 funds tracked by Wall St. Rank hold EMB as of Q4 2021.

  • Barrett Asset Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Barrett Asset Management sold 76 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2021, an estimated $8K.
  • Barrett Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2014 and held it in 2 quarters.
  • Barrett Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $102K in Q3 2014.
  • 788 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.