McKinley Carter Wealth Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

McKinley Carter Wealth Services’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 Q2	–	Sell	-33,943	Closed	-$2.93M	–	303
2023 Q1	$2.93M	Buy	33,943 +9,706	+40%	+$837K	0.23%	78
2022 Q4	$2.05M	Sell	24,237 -1,717	-7%	-$142K	0.17%	101
2022 Q3	$2.06M	Buy	25,954 +994	+4%	+$85K	0.19%	85
2022 Q2	$2.13M	Buy	24,960 +2,224	+10%	+$201K	0.19%	89
2022 Q1	$2.22M	Buy	22,736 +3,682	+19%	+$373K	0.17%	96
2021 Q4	$2.08M	Buy	19,054 +3,997	+27%	+$436K	0.16%	104
2021 Q3	$1.66M	Buy	15,057 +1,298	+9%	+$146K	0.14%	111
2021 Q2	$1.55M	Buy	13,759 +1,910	+16%	+$213K	0.13%	118
2021 Q1	$1.29M	Buy	+11,849	New	+$1.32M	0.11%	135

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

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

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

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

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

McKinley Carter Wealth Services's EMB Position: Q2 2023 in Review

McKinley Carter Wealth Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 33,943 shares — an estimated $2.93M sold.

McKinley Carter Wealth Services first reported a position in EMB in Q1 2021 and held it in 9 quarters. The position peaked at $2.93M in Q1 2023. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

McKinley Carter Wealth Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 33,943 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $2.93M.
McKinley Carter Wealth Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and held it in 9 quarters.
McKinley Carter Wealth Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.93M in Q1 2023.
762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2023, filed 3 Aug 2023.