Market Street Wealth Management Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Market Street Wealth Management 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
2024 Q2	–	Sell	-3,267	Closed	-$293K	–	92
2024 Q1	$293K	Sell	3,267 -3,304	-50%	-$291K	0.05%	84
2023 Q4	$585K	Sell	6,571 -67,229	-91%	-$5.66M	0.12%	70
2023 Q3	$6.09M	Buy	73,800 +3,106	+4%	+$265K	1.56%	16
2023 Q2	$6.12M	Buy	70,694 +4,871	+7%	+$416K	1.55%	16
2023 Q1	$5.68M	Buy	+65,823	New	+$5.67M	1.49%	16

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Market Street Wealth Management Advisors's EMB Position: Q2 2024 in Review

Market Street Wealth Management Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 3,267 shares — an estimated $293K sold.

Market Street Wealth Management Advisors first reported a position in EMB in Q1 2023 and held it in 5 quarters. The position peaked at $6.12M in Q2 2023. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

Market Street Wealth Management Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
Market Street Wealth Management Advisors sold 3,267 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $293K.
Market Street Wealth Management Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 5 quarters.
Market Street Wealth Management Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.12M in Q2 2023.
810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.