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

Consultiva 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
2023 Q3	$40K	Buy	485 +4	+0.8%	+$341	1.03%	14
2023 Q2	$41.6K	Buy	481 +5	+1%	+$427	1.05%	14
2023 Q1	$41.2K	Buy	476 +2	+0.4%	+$172	1.05%	14
2022 Q4	$40.1K	Buy	474 +5	+1%	+$413	1.04%	15
2022 Q3	$37K	Buy	469 +4	+0.9%	+$342	1.04%	15
2022 Q2	$40K	Buy	465 +4	+0.9%	+$362	1.12%	16
2022 Q1	$45K	Buy	461 +2	+0.4%	+$203	1.08%	14
2021 Q4	$50K	Buy	459 +5	+1%	+$545	1.14%	15
2021 Q3	$50K	Buy	+454	New	+$51K	1.15%	15
2021 Q1	$49K	Buy	448 +2	+0.4%	+$224	1.06%	20
2020 Q4	$52K	Buy	+446	New	+$50.5K	1.21%	18
2019 Q2	$51K	Buy	+451	New	+$49.7K	1.04%	20

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

COPPSERS

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Consultiva Wealth Management's EMB Position: Q3 2023 in Review

Consultiva Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.83% in Q3 2023, buying an estimated $341 and bringing the position to 485 shares worth $40K. The position accounts for 1.03% of the portfolio, ranked #14.

Consultiva Wealth Management first reported a position in EMB in Q2 2019 and has held it in 12 quarters since. The position peaked at $52K in Q4 2020. 744 funds tracked by Wall St. Rank hold EMB as of Q3 2023.

Consultiva Wealth Management held 485 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $40K as of Q3 2023.
Consultiva Wealth Management bought 4 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2023, an estimated $341.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.03% of Consultiva Wealth Management's portfolio in Q3 2023, its #14 holding.
Consultiva Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2019 and has held it in 12 quarters since.
Consultiva Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $52K in Q4 2020.
744 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2023.

Based on Consultiva Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.