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

NewEdge 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
2024 Q2	–	Sell	-2,398	Closed	-$211K	–	782
2024 Q1	$211K	Buy	+2,398	New	+$211K	﹤0.01%	757
2023 Q4	–	Sell	-3,195	Closed	-$264K	–	743
2023 Q3	$264K	Buy	3,195 +590	+23%	+$50.3K	0.01%	568
2023 Q2	$225K	Sell	2,605 -80,260	-97%	-$6.85M	0.01%	587
2023 Q1	$7.15M	Buy	+82,865	New	+$7.14M	0.27%	94
2022 Q3	–	Sell	-4,258	Closed	-$363K	–	547
2022 Q2	$363K	Sell	4,258 -350	-8%	-$31.6K	0.02%	436
2022 Q1	$450K	Buy	4,608 +346	+8%	+$35.1K	0.02%	316
2021 Q4	$465K	Buy	+4,262	New	+$465K	0.02%	298
2021 Q3	–	Sell	-18,393	Closed	-$2.07M	–	289
2021 Q2	$2.07M	Sell	18,393 -859	-4%	-$95.6K	0.16%	122
2021 Q1	$2.1M	Buy	19,252 +6,905	+56%	+$772K	0.21%	100
2020 Q4	$1.43M	Buy	+12,347	New	+$1.4M	0.44%	68

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

NewEdge Wealth's EMB Position: Q2 2024 in Review

NewEdge Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 2,398 shares — an estimated $211K sold.

NewEdge Wealth first reported a position in EMB in Q4 2020 and held it in 10 quarters. The position peaked at $7.15M in Q1 2023. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

NewEdge Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
NewEdge Wealth sold 2,398 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $211K.
NewEdge Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 10 quarters.
NewEdge Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $7.15M in Q1 2023.
810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on NewEdge Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.