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

Intercontinental Wealth 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
2023 Q2	–	Sell	-2,537	Closed	-$219K	–	306
2023 Q1	$219K	Buy	+2,537	New	+$219K	0.06%	295
2017 Q4	–	Sell	-4,975	Closed	-$579K	–	152
2017 Q3	$579K	Sell	4,975 -86	-2%	-$9.94K	0.35%	49
2017 Q2	$579K	Buy	+5,061	New	+$581K	0.37%	51

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

BlackRock New York $6.73T AUM 46.02% 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 $672B AUM 33.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

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

Intercontinental Wealth Advisors's EMB Position: Q2 2023 in Review

Intercontinental Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 2,537 shares — an estimated $219K sold.

Intercontinental Wealth Advisors first reported a position in EMB in Q2 2017 and held it in 3 quarters. The position peaked at $579K in Q3 2017. 761 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

Intercontinental Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
Intercontinental Wealth Advisors sold 2,537 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $219K.
Intercontinental Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2017 and held it in 3 quarters.
Intercontinental Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $579K in Q3 2017.
761 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.