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

OneAscent Wealth 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
Q1 		– Sell
-4,287
Closed -$382K – 178
2023
Q4 		$382K Buy
+4,287
New +$361K 0.15% 89

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Envestnet Asset Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OneAscent Wealth Management's EMB Position: Q1 2024 in Review

OneAscent Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 4,287 shares — an estimated $382K sold.

OneAscent Wealth Management first reported a position in EMB in Q4 2023 and held it in 1 quarter. The position peaked at $382K in Q4 2023. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

  • OneAscent Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 4,287 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $382K.
  • OneAscent Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 1 quarter.
  • OneAscent Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $382K in Q4 2023.
  • 809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on OneAscent Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.