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Capital Performance Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-5
Closed -$468 – 923
2024
Q3 		$468 Buy
+5
New +$456 ﹤0.01% 2284

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Capital Performance Advisors's EMB Position: Q4 2024 in Review

Capital Performance Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 5 shares — an estimated $468 sold.

Capital Performance Advisors first reported a position in EMB in Q3 2024 and held it in 1 quarter. The position peaked at $468 in Q3 2024. 862 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

  • Capital Performance Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 5 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $468.
  • Capital Performance Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $468 in Q3 2024.
  • 862 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.