CVA Family Office’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

CVA Family Office’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 Q2	–	Sell	-620	Closed	-$53.5K	–	1026
2023 Q1	$53.5K	Buy	+620	New	+$53.4K	0.01%	429
2022 Q4	–	Sell	-179	Closed	-$14K	–	962
2022 Q3	$14K	Hold	179	–	–	﹤0.01%	586
2022 Q2	$15K	Hold	179	–	–	﹤0.01%	589
2022 Q1	$17K	Hold	179	–	–	﹤0.01%	594
2021 Q4	$20K	Hold	179	–	–	0.01%	524
2021 Q3	$20K	Hold	179	–	–	0.01%	258
2021 Q2	$20K	Hold	179	–	–	0.01%	526
2021 Q1	$19K	Hold	179	–	–	0.01%	426
2020 Q4	$21K	Hold	179	–	–	0.01%	261
2020 Q3	$20K	Hold	179	–	–	0.01%	258
2020 Q2	$20K	Hold	179	–	–	0.02%	222
2020 Q1	$17K	Buy	+179	New	+$19.7K	0.02%	209

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

CVA Family Office's EMB Position: Q2 2023 in Review

CVA Family Office sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 620 shares — an estimated $53.5K sold.

CVA Family Office first reported a position in EMB in Q1 2020 and held it in 12 quarters. The position peaked at $53.5K in Q1 2023. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

CVA Family Office reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
CVA Family Office sold 620 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $53.5K.
CVA Family Office first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2020 and held it in 12 quarters.
CVA Family Office's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $53.5K in Q1 2023.
762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on CVA Family Office's 13F filing for Q2 2023, filed 10 Jul 2023.