Brophy Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Brophy Wealth 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
2024 Q3	$425K	Buy	+4,539	New	+$414K	0.15%	144

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Brophy Wealth Management's EMB Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024: 4,539 shares worth $425K. The stake represents 0.15% of the portfolio and ranks #144 among its holdings.

832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Brophy Wealth Management held 4,539 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $425K as of Q3 2024.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Brophy Wealth Management position in Q3 2024.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.15% of Brophy Wealth Management's portfolio in Q3 2024, its #144 holding.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.