Northwest Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Northwest Capital Management’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 Q3	–	Hold	0	–	–	–	459
2024 Q2	–	Sell	-430	Closed	-$38.1K	–	464
2024 Q1	$38.6K	Hold	430	–	–	0.01%	245
2023 Q4	$38.3K	Hold	430	–	–	0.01%	243
2023 Q3	$35.5K	Sell	430 -5	-1%	-$426	0.01%	231
2023 Q2	$37.7K	Buy	+435	New	+$37.1K	0.02%	232

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Northwest Capital Management's EMB Position: Q3 2024 in Review

Northwest Capital Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q3 2024 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Northwest Capital Management first reported a position in EMB in Q2 2023 and has held it in 4 quarters since. The position peaked at $38.6K in Q1 2024. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Northwest Capital Management held 0 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2 as of Q3 2024.
Northwest Capital Management left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q3 2024.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Northwest Capital Management's portfolio in Q3 2024, its #459 holding.
Northwest Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 4 quarters since.
Northwest Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $38.6K in Q1 2024.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Northwest Capital Management's 13F filing for Q3 2024, filed 8 Oct 2024.