Goodwin Investment Advisory’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Goodwin 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	-91	Closed	-$8.11K	–	53
2023 Q4	$8.11K	Sell	91 -165	-64%	-$13.9K	﹤0.01%	61
2023 Q3	$21.1K	Sell	256 -196	-43%	-$16.7K	0.01%	68
2023 Q2	$39.1K	Buy	452 +28	+7%	+$2.39K	0.02%	63
2023 Q1	$36.6K	Buy	+424	New	+$36.5K	0.02%	64
2021 Q4	–	Sell	-22	Closed	-$2K	–	177
2021 Q3	$2K	Sell	22 -288	-93%	-$32.3K	﹤0.01%	129
2021 Q2	$35K	Hold	310	–	–	0.04%	85
2021 Q1	$34K	Hold	310	–	–	0.04%	95
2020 Q4	$36K	Buy	+310	New	+$35.1K	0.04%	51

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

Goodwin Investment Advisory's EMB Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 91 shares — an estimated $8.11K sold.

Goodwin Investment Advisory first reported a position in EMB in Q4 2020 and held it in 8 quarters. The position peaked at $39.1K in Q2 2023. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Goodwin Investment Advisory reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Goodwin Investment Advisory sold 91 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $8.11K.
Goodwin Investment Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 8 quarters.
Goodwin Investment Advisory's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $39.1K in Q2 2023.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.