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Heritage Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Heritage Wealth Advisors’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
Q2 		– Sell
-35
Closed -$3.14K – 522
2024
Q1 		$3.14K Buy
+35
New +$3.08K ﹤0.01% 487

Other funds holding EMB

Wells Fargo
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's EMB Position: Q2 2024 in Review

Heritage Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 35 shares — an estimated $3.14K sold.

Heritage Wealth Advisors first reported a position in EMB in Q1 2024 and held it in 1 quarter. The position peaked at $3.14K in Q1 2024. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

  • Heritage Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 35 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $3.14K.
  • Heritage Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2024 and held it in 1 quarter.
  • Heritage Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.14K in Q1 2024.
  • 810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on Heritage Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.