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

Channel Wealth’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	–	Sell	-2,835	Closed	-$251K	–	169
2024 Q2	$251K	Sell	2,835 -190	-6%	-$16.8K	0.09%	141
2024 Q1	$271K	Sell	3,025 -500	-14%	-$44K	0.11%	143
2023 Q4	$314K	Sell	3,525 -635	-15%	-$53.5K	0.15%	122
2023 Q3	$343K	Sell	4,160 -808	-16%	-$68.9K	0.19%	105
2023 Q2	$430K	Sell	4,968 -1,280	-20%	-$109K	0.25%	106
2023 Q1	$539K	Buy	+6,248	New	+$539K	0.35%	92

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

Channel Wealth's EMB Position: Q3 2024 in Review

Channel Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 2,835 shares — an estimated $251K sold.

Channel Wealth first reported a position in EMB in Q1 2023 and held it in 6 quarters. The position peaked at $539K in Q1 2023. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Channel Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
Channel Wealth sold 2,835 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $251K.
Channel Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 6 quarters.
Channel Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $539K in Q1 2023.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Channel Wealth's 13F filing for Q3 2024, filed 31 Oct 2024.