BFA
EMB icon

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

BMS Financial 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 		$215K Sell
2,482
-3,239
-57% -$276K 0.14% 110
2023
Q1 		$494K Buy
+5,721
New +$493K 0.34% 71

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
BlackRock
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BMS Financial Advisors's EMB Position: Q2 2023 in Review

BMS Financial Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 57% in Q2 2023, selling an estimated $276K and leaving 2,482 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #110.

BMS Financial Advisors first reported a position in EMB in Q1 2023 and has held it in 2 quarters since. The position peaked at $494K in Q1 2023. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

  • BMS Financial Advisors held 2,482 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $215K as of Q2 2023.
  • BMS Financial Advisors sold 3,239 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $276K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.14% of BMS Financial Advisors's portfolio in Q2 2023, its #110 holding.
  • BMS Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • BMS Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $494K in Q1 2023.
  • 762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.