Harvest Group Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Harvest Group Wealth 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
2023 Q1	$2.89K	Sell	33 -128	-80%	-$11K	﹤0.01%	108
2022 Q4	$13.6K	Sell	161 -2	-1%	-$165	0.01%	78
2022 Q3	$13K	Sell	163 -32	-16%	-$2.73K	0.01%	82
2022 Q2	$17K	Sell	195 -31,974	-99%	-$2.89M	0.01%	86
2022 Q1	$3.15M	Sell	32,169 -9,233	-22%	-$936K	1.79%	22
2021 Q4	$4.51M	Sell	41,402 -3,388	-8%	-$370K	2.53%	17
2021 Q3	$4.93M	Buy	+44,790	New	+$5.03M	2.9%	18
2019 Q3	–	Sell	-57	Closed	-$6K	–	1043
2019 Q2	$6K	Hold	57	–	–	0.01%	309
2019 Q1	$6K	Buy	+57	New	+$6.15K	0.01%	343

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Jane Street New York $1.21T AUM 78.12% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harvest Group Wealth Management's EMB Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 80% in Q1 2023, selling an estimated $11K and leaving 33 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #108.

Harvest Group Wealth Management first reported a position in EMB in Q1 2019 and has held it in 9 quarters since. The position peaked at $4.93M in Q3 2021. 759 funds tracked by Wall St. Rank hold EMB as of Q1 2023.

Harvest Group Wealth Management held 33 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.89K as of Q1 2023.
Harvest Group Wealth Management sold 128 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2023, an estimated $11K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #108 holding.
Harvest Group Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and has held it in 9 quarters since.
Harvest Group Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.93M in Q3 2021.
759 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.