Brady Family Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Brady Family Wealth’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
2024 Q1	–	Sell	-2,348	Closed	-$209K	–	118
2023 Q4	$209K	Buy	+2,348	New	+$198K	0.07%	116
2023 Q3	–	Sell	-2,391	Closed	-$207K	–	114
2023 Q2	$207K	Sell	2,391 -89	-4%	-$7.6K	0.08%	110
2023 Q1	$214K	Buy	2,480 +10	+0.4%	+$862	0.08%	111
2022 Q4	$209K	Buy	+2,470	New	+$204K	0.09%	113

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COPPSERS

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

Brady Family Wealth's EMB Position: Q1 2024 in Review

Brady Family Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 2,348 shares — an estimated $209K sold.

Brady Family Wealth first reported a position in EMB in Q4 2022 and held it in 4 quarters. The position peaked at $214K in Q1 2023. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Brady Family Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Brady Family Wealth sold 2,348 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $209K.
Brady Family Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and held it in 4 quarters.
Brady Family Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $214K in Q1 2023.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Brady Family Wealth's 13F filing for Q1 2024, filed 13 May 2024.