Heritage Wealth Management (Arizona)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Heritage Wealth Management (Arizona)’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	$4.46M	Sell	50,355 -2,318	-4%	-$206K	2.47%	7
2024 Q1	$4.72M	Sell	52,673 -242	-0.5%	-$21.3K	2.41%	7
2023 Q4	$4.71M	Buy	+52,915	New	+$4.46M	2.55%	7
2022 Q4	$16.5M	Buy	195,641 +109,512	+127%	+$9.05M	2.36%	8
2022 Q3	$6.84M	Buy	86,129 +4,902	+6%	+$419K	2.2%	8
2022 Q2	$6.93M	Sell	81,227 -5,733	-7%	-$518K	2.31%	7
2022 Q1	$8.5M	Buy	+86,960	New	+$8.81M	2.3%	7
2021 Q3	$6.95M	Buy	63,102 +14,964	+31%	+$1.68M	2.47%	7
2021 Q2	$5.41M	Buy	48,138 +16,074	+50%	+$1.79M	2.05%	9
2021 Q1	$3.49M	Buy	+32,064	New	+$3.58M	1.97%	7

Other funds holding EMB

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Jane Street New York $93.1B 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 $528B 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 New York $761B AUM 31.28% 1-Year Est. Return

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