ICA Group Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

ICA Group Wealth Management’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	-687	Closed	-$61.6K	–	920
2024 Q1	$61.6K	Buy	687 +392	+133%	+$34.5K	0.01%	503
2023 Q4	$26.3K	Buy	+295	New	+$24.8K	0.01%	654
2023 Q3	–	Sell	-229	Closed	-$19.8K	–	486
2023 Q2	$19.8K	Buy	229 +177	+340%	+$15.1K	0.01%	694
2023 Q1	$4.49K	Sell	52 -84	-62%	-$7.24K	﹤0.01%	970
2022 Q4	$11.5K	Sell	136 -4,179	-97%	-$345K	﹤0.01%	800
2022 Q3	$343K	Sell	4,315 -237	-5%	-$20.3K	0.07%	240
2022 Q2	$395K	Sell	4,552 -1,506	-25%	-$136K	0.07%	230
2022 Q1	$544K	Buy	+6,058	New	+$614K	0.1%	181

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

ICA Group Wealth Management's EMB Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 687 shares — an estimated $61.6K sold.

ICA Group Wealth Management first reported a position in EMB in Q1 2022 and held it in 8 quarters. The position peaked at $544K in Q1 2022. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 687 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $61.6K.
ICA Group Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and held it in 8 quarters.
ICA Group Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $544K in Q1 2022.
810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.