Marion Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Marion Wealth 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
2022 Q3	–	Sell	-38,037	Closed	-$3.25M	–	104
2022 Q2	$3.25M	Buy	38,037 +4,971	+15%	+$449K	1.7%	18
2022 Q1	$3.23M	Buy	33,066 +1,600	+5%	+$162K	1.58%	18
2021 Q4	$3.43M	Buy	+31,466	New	+$3.43M	1.63%	17

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Marion Wealth Management's EMB Position: Q3 2022 in Review

Marion Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2022, closing a stake of 38,037 shares — an estimated $3.25M sold.

Marion Wealth Management first reported a position in EMB in Q4 2021 and held it in 3 quarters. The position peaked at $3.43M in Q4 2021. 666 funds tracked by Wall St. Rank hold EMB as of Q3 2022.

Marion Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2022 after selling out during the quarter.
Marion Wealth Management sold 38,037 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2022, an estimated $3.25M.
Marion Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 3 quarters.
Marion Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.43M in Q4 2021.
666 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2022.

Based on Marion Wealth Management's 13F filing for Q3 2022, filed 10 Nov 2022.