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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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return