Institutional & Family Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Institutional & Family Asset 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
2023 Q3	–	Sell	-39	Closed	-$3.38K	–	729
2023 Q2	$3.38K	Buy	+39	New	+$3.33K	﹤0.01%	527
2021 Q2	–	Sell	-7	Closed	-$1K	–	961
2021 Q1	$1K	Sell	7 -96	-93%	-$10.7K	﹤0.01%	859
2020 Q4	$12K	Buy	103 +7	+7%	+$793	﹤0.01%	502
2020 Q3	$11K	Sell	96 -687	-88%	-$77.2K	﹤0.01%	472
2020 Q2	$86K	Buy	+783	New	+$81K	0.02%	254
2016 Q2	–	Sell	-8,580	Closed	-$908K	–	122
2016 Q1	$908K	Hold	8,580	–	–	0.34%	73
2015 Q4	$908K	Buy	+8,580	New	+$924K	0.34%	73

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

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

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

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

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

COPPSERS

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Institutional & Family Asset Management's EMB Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2023, closing a stake of 39 shares — an estimated $3.38K sold.

Institutional & Family Asset Management first reported a position in EMB in Q4 2015 and held it in 7 quarters. The position peaked at $908K in Q1 2016. 744 funds tracked by Wall St. Rank hold EMB as of Q3 2023.

Institutional & Family Asset Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 39 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2023, an estimated $3.38K.
Institutional & Family Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and held it in 7 quarters.
Institutional & Family Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $908K in Q1 2016.
744 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.