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Morris Financial Concepts’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Morris Financial Concepts’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
Q4 		– Sell
-4
Closed -$330 – 164
2023
Q3 		$330 Hold
4
– – ﹤0.01% 151
2023
Q2 		$346 Hold
4
– – ﹤0.01% 153
2023
Q1 		$345 Hold
4
– – ﹤0.01% 149
2022
Q4 		$338 Buy
+4
New +$331 ﹤0.01% 143

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PM
Pharo Management New York $18.7M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morris Financial Concepts's EMB Position: Q4 2023 in Review

Morris Financial Concepts sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2023, closing a stake of 4 shares — an estimated $330 sold.

Morris Financial Concepts first reported a position in EMB in Q4 2022 and held it in 4 quarters. The position peaked at $346 in Q2 2023. 822 funds tracked by Wall St. Rank hold EMB as of Q4 2023.

  • Morris Financial Concepts reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Morris Financial Concepts sold 4 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2023, an estimated $330.
  • Morris Financial Concepts first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and held it in 4 quarters.
  • Morris Financial Concepts's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $346 in Q2 2023.
  • 822 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2023.

Based on Morris Financial Concepts's 13F filing for Q4 2023, filed 29 Jan 2024.