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

Milestone Wealth’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
2022
Q3 		$1.57M Sell
19,683
-208
-1% -$17.8K 1.75% 12
2022
Q2 		$1.7M Sell
19,891
-16,191
-45% -$1.46M 1.79% 12
2022
Q1 		$3.94M Sell
36,082
-796
-2% -$80.7K 3.2% 8
2021
Q4 		$4.03M Buy
+36,878
New +$4.02M 3.23% 8

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Milestone Wealth's EMB Position: Q3 2022 in Review

Milestone Wealth reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1% in Q3 2022, selling an estimated $17.8K and leaving 19,683 shares worth $1.57M. The position accounts for 1.75% of the portfolio, ranked #12.

Milestone Wealth first reported a position in EMB in Q4 2021 and has held it in 4 quarters since. The position peaked at $4.03M in Q4 2021. 667 funds tracked by Wall St. Rank hold EMB as of Q3 2022.

  • Milestone Wealth held 19,683 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.57M as of Q3 2022.
  • Milestone Wealth sold 208 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2022, an estimated $17.8K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 1.75% of Milestone Wealth's portfolio in Q3 2022, its #12 holding.
  • Milestone Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.03M in Q4 2021.
  • 667 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.