Global Wealth Management Investment Advisory’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-42	Closed	-$3.74K	–	231
2023 Q4	$3.74K	Sell	42 -743	-95%	-$62.6K	﹤0.01%	353
2023 Q3	$64.8K	Sell	785 -482	-38%	-$41.1K	0.02%	178
2023 Q2	$110K	Buy	+1,267	New	+$108K	0.03%	152
2022 Q4	–	Sell	-2,556	Closed	-$203K	–	134
2022 Q3	$203K	Buy	2,556 +1,293	+102%	+$111K	0.07%	132
2022 Q2	$108K	Buy	+1,263	New	+$114K	0.04%	153
2020 Q1	–	Sell	-50	Closed	-$6K	–	607
2019 Q4	$6K	Buy	+50	New	+$5.65K	﹤0.01%	416

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

COPPSERS

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

Global Wealth Management Investment Advisory's EMB Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 42 shares — an estimated $3.74K sold.

Global Wealth Management Investment Advisory first reported a position in EMB in Q4 2019 and held it in 6 quarters. The position peaked at $203K in Q3 2022. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 42 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $3.74K.
Global Wealth Management Investment Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 6 quarters.
Global Wealth Management Investment Advisory's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $203K in Q3 2022.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.