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Carolina Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Carolina Wealth 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
2021
Q2 		– Sell
-54
Closed -$6K – 291
2021
Q1 		$6K Buy
+54
New +$6.04K ﹤0.01% 231
2020
Q1 		– Sell
-38
Closed -$4K – 177
2019
Q4 		$4K Buy
+38
New +$4.29K ﹤0.01% 155

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carolina Wealth Advisors's EMB Position: Q2 2021 in Review

Carolina Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021, closing a stake of 54 shares — an estimated $6K sold.

Carolina Wealth Advisors first reported a position in EMB in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 736 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

  • Carolina Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 54 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $6K.
  • Carolina Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 2 quarters.
  • Carolina Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6K in Q1 2021.
  • 736 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on Carolina Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.