One Wealth Management Investment & Advisory Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

One Wealth Management Investment & Advisory Services’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	–	Sell	-2,557	Closed	-$226K	–	72
2024 Q2	$226K	Sell	2,557 -1,228	-32%	-$109K	0.09%	111
2024 Q1	$339K	Buy	3,785 +1,377	+57%	+$121K	0.14%	86
2023 Q4	$214K	Buy	+2,408	New	+$203K	0.1%	115

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

One Wealth Management Investment & Advisory Services's EMB Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 2,557 shares — an estimated $226K sold.

One Wealth Management Investment & Advisory Services first reported a position in EMB in Q4 2023 and held it in 3 quarters. The position peaked at $339K in Q1 2024. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

One Wealth Management Investment & Advisory Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 2,557 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $226K.
One Wealth Management Investment & Advisory Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 3 quarters.
One Wealth Management Investment & Advisory Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $339K in Q1 2024.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.