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

BDO Wealth 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
2023 Q2	$231K	Sell	2,667 -1,900	-42%	-$162K	0.03%	247
2023 Q1	$394K	Sell	4,567 -11,128	-71%	-$959K	0.05%	184
2022 Q4	$1.33M	Buy	15,695 +7,635	+95%	+$631K	0.17%	110
2022 Q3	$640K	Buy	8,060 +8,049	+73,173%	+$688K	0.09%	152
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	963
2022 Q1	$1K	Sell	11 -265	-96%	-$26.9K	﹤0.01%	984
2021 Q4	$30K	Sell	276 -1,854	-87%	-$202K	﹤0.01%	544
2021 Q3	$234K	Sell	2,130 -4,425	-68%	-$497K	0.03%	261
2021 Q2	$737K	Buy	6,555 +6,170	+1,603%	+$687K	0.08%	159
2021 Q1	$42K	Sell	385 -5,001	-93%	-$559K	0.01%	476
2020 Q4	$624K	Buy	5,386 +4,628	+611%	+$524K	0.09%	134
2020 Q3	$84K	Sell	758 -3,245	-81%	-$364K	0.01%	283
2020 Q2	$437K	Buy	4,003 +973	+32%	+$101K	0.08%	133
2020 Q1	$293K	Sell	3,030 -8,699	-74%	-$959K	0.06%	167
2019 Q4	$1.34M	Buy	+11,729	New	+$1.33M	0.35%	60
2019 Q3	–	Sell	-7,570	Closed	-$858K	–	628
2019 Q2	$858K	Buy	7,570 +2,220	+41%	+$245K	0.23%	86
2019 Q1	$589K	Buy	5,350 +1,490	+39%	+$161K	0.17%	99
2018 Q4	$401K	Buy	3,860 +2,501	+184%	+$262K	0.14%	107
2018 Q3	$147K	Buy	1,359 +1,325	+3,897%	+$142K	0.05%	182
2018 Q2	$4K	Sell	34 -100	-75%	-$10.9K	﹤0.01%	520
2018 Q1	$15K	Sell	134 -463	-78%	-$52.6K	0.01%	353
2017 Q4	$69K	Buy	597 +75	+14%	+$8.67K	0.03%	182
2017 Q3	$61K	Sell	522 -469	-47%	-$54.2K	0.03%	180
2017 Q2	$113K	Buy	+991	New	+$114K	0.05%	161

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BDO Wealth Advisors's EMB Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 42% in Q2 2023, selling an estimated $162K and leaving 2,667 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #247.

BDO Wealth Advisors first reported a position in EMB in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.34M in Q4 2019. 761 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

BDO Wealth Advisors held 2,667 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $231K as of Q2 2023.
BDO Wealth Advisors sold 1,900 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $162K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #247 holding.
BDO Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2017 and has held it in 24 quarters since.
BDO Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.34M in Q4 2019.
761 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.