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

CSM 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
2023
Q3 		– Sell
-274,100
Closed -$23.7M – 139
2023
Q2 		$23.7M Buy
+274,100
New +$23.4M 1.79% 13

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
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)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CSM Advisors's EMB Position: Q3 2023 in Review

CSM Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2023, closing a stake of 274,100 shares — an estimated $23.7M sold.

CSM Advisors first reported a position in EMB in Q2 2023 and held it in 1 quarter. The position peaked at $23.7M in Q2 2023. 744 funds tracked by Wall St. Rank hold EMB as of Q3 2023.

  • CSM Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2023 after selling out during the quarter.
  • CSM Advisors sold 274,100 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2023, an estimated $23.7M.
  • CSM Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and held it in 1 quarter.
  • CSM Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $23.7M in Q2 2023.
  • 744 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2023.

Based on CSM Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.