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Lane & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Lane & 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
Q4 		– Sell
-2,854
Closed -$236K – 105
2023
Q3 		$236K Buy
2,854
+145
+5% +$12.4K 0.19% 96
2023
Q2 		$234K Buy
+2,709
New +$231K 0.19% 90

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PM
Pharo Management New York $18.7M AUM
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lane & Associates's EMB Position: Q4 2023 in Review

Lane & Associates sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2023, closing a stake of 2,854 shares — an estimated $236K sold.

Lane & Associates first reported a position in EMB in Q2 2023 and held it in 2 quarters. The position peaked at $236K in Q3 2023. 822 funds tracked by Wall St. Rank hold EMB as of Q4 2023.

  • Lane & Associates reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Lane & Associates sold 2,854 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2023, an estimated $236K.
  • Lane & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and held it in 2 quarters.
  • Lane & Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $236K in Q3 2023.
  • 822 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2023.

Based on Lane & Associates's 13F filing for Q4 2023, filed 9 Apr 2024.