MCWS
EMBD icon

McKinley Carter Wealth Services’s Global X Emerging Markets Bond ETF EMBD Stock Holding History

McKinley Carter Wealth Services’s Portfolio EMBD Stock Details EMBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,005
Closed -$294K – 304
2024
Q4 		$294K Buy
13,005
+470
+4% +$10.9K 0.02% 247
2024
Q3 		$294K Buy
+12,535
New +$288K 0.02% 259

Other funds holding EMBD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
RPCA
Running Point Capital Advisors El Segundo, California $367M AUM 12.19% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

McKinley Carter Wealth Services's EMBD Position: Q1 2025 in Review

McKinley Carter Wealth Services sold out of Global X Emerging Markets Bond ETF (EMBD) in Q1 2025, closing a stake of 13,005 shares — an estimated $294K sold.

McKinley Carter Wealth Services first reported a position in EMBD in Q3 2024 and held it in 2 quarters. The position peaked at $294K in Q3 2024. 27 funds tracked by Wall St. Rank hold EMBD as of Q1 2025.

  • McKinley Carter Wealth Services reported no remaining Global X Emerging Markets Bond ETF position as of Q1 2025 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 13,005 Global X Emerging Markets Bond ETF shares in Q1 2025, an estimated $294K.
  • McKinley Carter Wealth Services first reported a position in Global X Emerging Markets Bond ETF in Q3 2024 and held it in 2 quarters.
  • McKinley Carter Wealth Services's Global X Emerging Markets Bond ETF position peaked at $294K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Global X Emerging Markets Bond ETF as of Q1 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2025, filed 15 Apr 2025.