Beacon Capital Management Inc (Ohio)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Beacon Capital Management Inc (Ohio)’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	–	Sell	-179	Closed	-$15.4K	–	69
2023 Q1	$15.4K	Buy	+179	New	+$15.4K	﹤0.01%	63
2018 Q1	–	Sell	-18	Closed	-$2K	–	91
2017 Q4	$2K	Buy	+18	New	+$2.08K	﹤0.01%	53
2016 Q1	–	Sell	-7	Closed	-$1K	–	228
2015 Q4	$1K	Buy	7 +1	+17%	+$108	﹤0.01%	217
2015 Q3	$1K	Buy	+6	New	+$650	﹤0.01%	215
2014 Q2	–	Sell	-8	Closed	-$1K	–	239
2014 Q1	$1K	Buy	+8	New	+$871	﹤0.01%	221

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

BlackRock New York $5.72T AUM 30.48% 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 $570B AUM 27.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s EMB Position: Q2 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 179 shares — an estimated $15.4K sold.

Beacon Capital Management Inc (Ohio) first reported a position in EMB in Q1 2014 and held it in 5 quarters. The position peaked at $15.4K in Q1 2023. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

Beacon Capital Management Inc (Ohio) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 179 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $15.4K.
Beacon Capital Management Inc (Ohio) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2014 and held it in 5 quarters.
Beacon Capital Management Inc (Ohio)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15.4K in Q1 2023.
762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2023, filed 13 Jul 2023.