HA
EMB icon

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

Herold 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
2022
Q2 		– Sell
-127
Closed -$12.4K – 316
2022
Q1 		$12.4K Buy
+127
New +$12.9K ﹤0.01% 575
2021
Q4 		– Sell
-127
Closed -$13K – 312
2021
Q3 		$13K Buy
+127
New +$14.3K 0.01% 570

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Herold Advisors's EMB Position: Q2 2022 in Review

Herold Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 127 shares — an estimated $12.4K sold.

Herold Advisors first reported a position in EMB in Q3 2021 and held it in 2 quarters. The position peaked at $13K in Q3 2021. 680 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

  • Herold Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 127 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $12.4K.
  • Herold Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $13K in Q3 2021.
  • 680 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.