Meitav Investment House’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Meitav Investment House’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	-1,941	Closed	-$168K	–	383
2023 Q2	$168K	Buy	+1,941	New	+$166K	﹤0.01%	357
2022 Q1	–	Sell	-1,941	Closed	-$212K	–	390
2021 Q4	$212K	Hold	1,941	–	–	﹤0.01%	368
2021 Q3	$214K	Sell	1,941 -58	-3%	-$6.51K	﹤0.01%	382
2021 Q2	$225K	Hold	1,999	–	–	0.01%	384
2021 Q1	$218K	Hold	1,999	–	–	0.01%	354
2020 Q4	$232K	Hold	1,999	–	–	0.01%	377
2020 Q3	$222K	Buy	1,999 +93	+5%	+$10.4K	0.01%	367
2020 Q2	$208K	Buy	+1,906	New	+$197K	0.01%	361
2019 Q4	–	Sell	-1,991	Closed	-$226K	–	438
2019 Q3	$226K	Buy	+1,991	New	+$226K	0.02%	385
2019 Q2	–	Sell	-1,906	Closed	-$210K	–	442
2019 Q1	$210K	Buy	+1,906	New	+$206K	0.01%	356
2018 Q4	–	Sell	-1,906	Closed	-$205K	–	372
2018 Q3	$205K	Sell	1,906 -130	-6%	-$14K	0.01%	422
2018 Q2	$757K	Buy	+2,036	New	+$222K	0.03%	273

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Meitav Investment House's EMB Position: Q3 2023 in Review

Meitav Investment House sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2023, closing a stake of 1,941 shares — an estimated $168K sold.

Meitav Investment House first reported a position in EMB in Q2 2018 and held it in 12 quarters. The position peaked at $757K in Q2 2018. 744 funds tracked by Wall St. Rank hold EMB as of Q3 2023.

Meitav Investment House reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 1,941 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2023, an estimated $168K.
Meitav Investment House first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and held it in 12 quarters.
Meitav Investment House's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $757K in Q2 2018.
744 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.