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

Family 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
2022 Q3	–	Sell	-10	Closed	-$1K	–	169
2022 Q2	$1K	Buy	+10	New	+$904	﹤0.01%	175
2019 Q4	–	Sell	-236	Closed	-$27K	–	189
2019 Q3	$27K	Hold	236	–	–	0.01%	170
2019 Q2	$27K	Buy	+236	New	+$26K	0.01%	165

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Family Management's EMB Position: Q3 2022 in Review

Family Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Family Management first reported a position in EMB in Q2 2019 and held it in 3 quarters. The position peaked at $27K in Q3 2019. 667 funds tracked by Wall St. Rank hold EMB as of Q3 2022.

Family Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2022 after selling out during the quarter.
Family Management sold 10 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2022, an estimated $1K.
Family Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2019 and held it in 3 quarters.
Family Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $27K in Q3 2019.
667 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2022.

Based on Family Management's 13F filing for Q3 2022, filed 14 Nov 2022.