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

Clarus 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
2022 Q3	–	Sell	-3,461	Closed	-$290K	–	108
2022 Q2	$290K	Buy	3,461 +108	+3%	+$9.76K	0.2%	82
2022 Q1	$315K	Buy	3,353 +572	+21%	+$58K	0.2%	81
2021 Q4	$295K	Sell	2,781 -126	-4%	-$13.7K	0.17%	84
2021 Q3	$318K	Sell	2,907 -33	-1%	-$3.71K	0.2%	79
2021 Q2	$330K	Buy	2,940 +373	+15%	+$41.5K	0.21%	78
2021 Q1	$281K	Buy	2,567 +473	+23%	+$52.9K	0.18%	105
2020 Q4	$238K	Buy	2,094 +4	+0.2%	+$453	0.16%	112
2020 Q3	$232K	Buy	2,090 +29	+1%	+$3.26K	0.18%	108
2020 Q2	$226K	Sell	2,061 -122	-6%	-$12.6K	0.19%	110
2020 Q1	$209K	Buy	2,183 +390	+22%	+$43K	0.21%	107
2019 Q4	$205K	Sell	1,793 -151	-8%	-$17.1K	0.14%	130
2019 Q3	$220K	Buy	1,944 +275	+16%	+$31.3K	0.16%	123
2019 Q2	$189K	Buy	+1,669	New	+$184K	0.14%	115

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Clarus Wealth Advisors's EMB Position: Q3 2022 in Review

Clarus Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2022, closing a stake of 3,461 shares — an estimated $290K sold.

Clarus Wealth Advisors first reported a position in EMB in Q2 2019 and held it in 13 quarters. The position peaked at $330K in Q2 2021. 667 funds tracked by Wall St. Rank hold EMB as of Q3 2022.

Clarus Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2022 after selling out during the quarter.
Clarus Wealth Advisors sold 3,461 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2022, an estimated $290K.
Clarus Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2019 and held it in 13 quarters.
Clarus Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $330K in Q2 2021.
667 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2022.

Based on Clarus Wealth Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.