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

Cassady Schiller 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
2022
Q1 		– Sell
-690
Closed -$75K – 257
2021
Q4 		$75K Buy
+690
New +$75.3K 0.05% 164

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cassady Schiller Wealth Management's EMB Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2022, closing a stake of 690 shares — an estimated $75K sold.

Cassady Schiller Wealth Management first reported a position in EMB in Q4 2021 and held it in 1 quarter. The position peaked at $75K in Q4 2021. 738 funds tracked by Wall St. Rank hold EMB as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 690 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2022, an estimated $75K.
  • Cassady Schiller Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $75K in Q4 2021.
  • 738 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.