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 $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EMB Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.4% in Q2 2024, selling an estimated $206K and leaving 50,355 shares worth $4.46M. The position accounts for 2.47% of the portfolio, ranked #7.

Heritage Wealth Management (Arizona) first reported a position in EMB in Q1 2021 and has held it in 10 quarters since. The position peaked at $16.5M in Q4 2022. 811 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

Heritage Wealth Management (Arizona) held 50,355 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $4.46M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 2,318 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $206K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 2.47% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #7 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $16.5M in Q4 2022.
811 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.