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Clear Perspectives Financial Planning’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		– Sell
-11
Closed -$930 – 208
2022
Q4 		$930 Buy
+11
New +$909 ﹤0.01% 196

Other funds holding EMB

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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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Perspectives Financial Planning's EMB Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2023, closing a stake of 11 shares — an estimated $930 sold.

Clear Perspectives Financial Planning first reported a position in EMB in Q4 2022 and held it in 1 quarter. The position peaked at $930 in Q4 2022. 758 funds tracked by Wall St. Rank hold EMB as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 11 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2023, an estimated $930.
  • Clear Perspectives Financial Planning first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $930 in Q4 2022.
  • 758 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.