MWM
EMB icon

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

Mascoma 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
2023
Q3 		– Sell
-72
Closed -$6.16K – 505
2023
Q2 		$6.16K Hold
72
– – ﹤0.01% 371
2023
Q1 		$6.16K Hold
72
– – ﹤0.01% 457
2022
Q4 		$6.05K Sell
72
-71
-50% -$5.87K ﹤0.01% 469
2022
Q3 		$11K Buy
+143
New +$12.2K ﹤0.01% 386
2021
Q2 		– Sell
-29,250
Closed -$3.19M – 210
2021
Q1 		$3.19M Buy
29,250
+10,659
+57% +$1.19M 1.37% 19
2020
Q4 		$2.15M Buy
+18,591
New +$2.1M 1.08% 23
2019
Q3 		– Sell
-1,125
Closed -$127K – 155
2019
Q2 		$127K Buy
1,125
+14
+1% +$1.54K 0.08% 102
2019
Q1 		$122K Buy
1,111
+164
+17% +$17.7K 0.08% 94
2018
Q4 		$98K Hold
947
– – 0.07% 104
2018
Q3 		$102K Buy
+947
New +$102K 0.07% 122

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return