High Net Worth Advisory Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

High Net Worth Advisory Group’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 Q4	–	Sell	-27	Closed	-$2K	–	645
2022 Q3	$2K	Buy	+27	New	+$2.31K	﹤0.01%	627
2022 Q1	–	Sell	-135	Closed	-$15K	–	689
2021 Q4	$15K	Buy	+135	New	+$14.7K	0.01%	501

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

High Net Worth Advisory Group's EMB Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2022, closing a stake of 27 shares — an estimated $2K sold.

High Net Worth Advisory Group first reported a position in EMB in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 729 funds tracked by Wall St. Rank hold EMB as of Q4 2022.

High Net Worth Advisory Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 27 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2022, an estimated $2K.
High Net Worth Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 2 quarters.
High Net Worth Advisory Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15K in Q4 2021.
729 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.