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

Quotient Wealth Partners’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
-2,863
Closed -$257K – 306
2024
Q1 		$257K Sell
2,863
-923
-24% -$81.3K 0.01% 256
2023
Q4 		$337K Buy
+3,786
New +$319K 0.01% 210

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JP Morgan Chase
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Jane Street
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Wealthfront Advisers
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Quotient Wealth Partners's EMB Position: Q2 2024 in Review

Quotient Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 2,863 shares — an estimated $257K sold.

Quotient Wealth Partners first reported a position in EMB in Q4 2023 and held it in 2 quarters. The position peaked at $337K in Q4 2023. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

  • Quotient Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 2,863 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $257K.
  • Quotient Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 2 quarters.
  • Quotient Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $337K in Q4 2023.
  • 810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on Quotient Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.