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KCS Wealth Advisory’s Global X Emerging Markets Bond ETF EMBD Stock Holding History

KCS Wealth Advisory’s Portfolio EMBD Stock Details EMBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-36,217
Closed -$769K – 149
2022
Q2 		$769K Buy
36,217
+1,424
+4% +$32K 0.34% 87
2022
Q1 		$835K Buy
34,793
+5,494
+19% +$134K 0.39% 83
2021
Q4 		$760K Buy
+29,299
New +$768K 0.31% 94

Other funds holding EMBD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

KCS Wealth Advisory's EMBD Position: Q3 2022 in Review

KCS Wealth Advisory sold out of Global X Emerging Markets Bond ETF (EMBD) in Q3 2022, closing a stake of 36,217 shares — an estimated $769K sold.

KCS Wealth Advisory first reported a position in EMBD in Q4 2021 and held it in 3 quarters. The position peaked at $835K in Q1 2022. 14 funds tracked by Wall St. Rank hold EMBD as of Q3 2022.

  • KCS Wealth Advisory reported no remaining Global X Emerging Markets Bond ETF position as of Q3 2022 after selling out during the quarter.
  • KCS Wealth Advisory sold 36,217 Global X Emerging Markets Bond ETF shares in Q3 2022, an estimated $769K.
  • KCS Wealth Advisory first reported a position in Global X Emerging Markets Bond ETF in Q4 2021 and held it in 3 quarters.
  • KCS Wealth Advisory's Global X Emerging Markets Bond ETF position peaked at $835K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Global X Emerging Markets Bond ETF as of Q3 2022.

Based on KCS Wealth Advisory's 13F filing for Q3 2022, filed 21 Oct 2022.