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Kathleen S. Wright Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Kathleen S. Wright Associates’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
Q1 		– Sell
-119
Closed -$10K – 177
2022
Q4 		$10K Buy
+119
New +$9.84K 0.01% 148

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COPPSERS
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kathleen S. Wright Associates's EMB Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2023, closing a stake of 119 shares — an estimated $10K sold.

Kathleen S. Wright Associates first reported a position in EMB in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 758 funds tracked by Wall St. Rank hold EMB as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 119 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2023, an estimated $10K.
  • Kathleen S. Wright Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and held it in 1 quarter.
  • Kathleen S. Wright Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $10K in Q4 2022.
  • 758 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.