BFM
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Broadview Financial Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Broadview Financial Management’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
Q1 		– Sell
-16,176
Closed -$1.37M – 43
2022
Q4 		$1.37M Buy
16,176
+7,929
+96% +$655K 1.23% 20
2022
Q3 		$655K Sell
8,247
-153
-2% -$13.1K 0.66% 28
2022
Q2 		$717K Sell
8,400
-4,879
-37% -$441K 0.67% 28
2022
Q1 		$1.3M Buy
13,279
+1,984
+18% +$201K 0.96% 24
2021
Q4 		$1.23M Buy
11,295
+58
+0.5% +$6.33K 0.88% 25
2021
Q3 		$1.24M Sell
11,237
-559
-5% -$62.8K 0.96% 23
2021
Q2 		$1.33M Sell
11,796
-11,311
-49% -$1.26M 1% 23
2021
Q1 		$2.52M Buy
23,107
+10,625
+85% +$1.19M 1.95% 16
2020
Q4 		$1.45M Buy
12,482
+8,808
+240% +$997K 1.11% 21
2020
Q3 		$407K Buy
3,674
+1,805
+97% +$203K 0.34% 37
2020
Q2 		$204K Sell
1,869
-10,657
-85% -$1.1M 0.16% 44
2020
Q1 		$1.21M Sell
12,526
-10,156
-45% -$1.12M 1.08% 21
2019
Q4 		$2.6M Buy
+22,682
New +$2.56M 1.81% 18

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Broadview Financial Management's EMB Position: Q1 2023 in Review

Broadview Financial Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2023, closing a stake of 16,176 shares — an estimated $1.37M sold.

Broadview Financial Management first reported a position in EMB in Q4 2019 and held it in 13 quarters. The position peaked at $2.6M in Q4 2019. 758 funds tracked by Wall St. Rank hold EMB as of Q1 2023.

  • Broadview Financial Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Broadview Financial Management sold 16,176 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2023, an estimated $1.37M.
  • Broadview Financial Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 13 quarters.
  • Broadview Financial Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.6M in Q4 2019.
  • 758 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2023.

Based on Broadview Financial Management's 13F filing for Q1 2023, filed 28 Apr 2023.