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

Prestige Wealth Management Group’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	-14	Closed	-$1.25K	–	1028
2023 Q4	$1.25K	Hold	14	–	–	﹤0.01%	835
2023 Q3	$1.16K	Hold	14	–	–	﹤0.01%	855
2023 Q2	$1.21K	Hold	14	–	–	﹤0.01%	877
2023 Q1	$1.21K	Sell	14 -1,316	-99%	-$113K	﹤0.01%	859
2022 Q4	$113K	Buy	1,330 +1,316	+9,400%	+$109K	0.03%	181
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	829
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	839
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	862
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	785
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	785
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	783
2021 Q1	$2K	Hold	14	–	–	﹤0.01%	774
2020 Q4	$2K	Sell	14 -132	-90%	-$14.9K	﹤0.01%	743
2020 Q3	$16K	Buy	+146	New	+$16.4K	﹤0.01%	377
2019 Q1	–	Sell	-11	Closed	-$1K	–	684
2018 Q4	$1K	Buy	+11	New	+$1.15K	﹤0.01%	999

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Prestige Wealth Management Group's EMB Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 14 shares — an estimated $1.25K sold.

Prestige Wealth Management Group first reported a position in EMB in Q4 2018 and held it in 15 quarters. The position peaked at $113K in Q4 2022. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Prestige Wealth Management Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 14 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $1.25K.
Prestige Wealth Management Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 15 quarters.
Prestige Wealth Management Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $113K in Q4 2022.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.