Bedel Financial Consulting’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-557	Closed	-$54K	–	388
2022 Q1	$54K	Buy	557 +471	+548%	+$47.7K	0.02%	378
2021 Q4	$9K	Buy	86 +47	+121%	+$5.13K	﹤0.01%	695
2021 Q3	$4K	Buy	39 +19	+95%	+$2.13K	﹤0.01%	806
2021 Q2	$2K	Buy	20 +9	+82%	+$1K	﹤0.01%	876
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	887
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	790
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	764
2020 Q2	$1K	Hold	11	–	–	﹤0.01%	727
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	732
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	721
2019 Q3	$1K	Hold	11	–	–	﹤0.01%	699
2019 Q2	$1K	Hold	11	–	–	﹤0.01%	682
2019 Q1	$1K	Buy	+11	New	+$1.19K	﹤0.01%	673
2018 Q3	–	Sell	-18	Closed	-$2K	–	693
2018 Q2	$2K	Buy	+18	New	+$1.96K	﹤0.01%	611

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bedel Financial Consulting's EMB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 557 shares — an estimated $54K sold.

Bedel Financial Consulting first reported a position in EMB in Q2 2018 and held it in 14 quarters. The position peaked at $54K in Q1 2022. 681 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 557 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $54K.
Bedel Financial Consulting first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and held it in 14 quarters.
Bedel Financial Consulting's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $54K in Q1 2022.
681 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.