Rice Partnership’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Rice Partnership’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
2023 Q2	–	Sell	-30	Closed	-$2.59K	–	141
2023 Q1	$2.59K	Buy	+30	New	+$2.59K	﹤0.01%	121
2022 Q1	–	Sell	-90	Closed	-$10K	–	133
2021 Q4	$10K	Buy	+90	New	+$9.82K	﹤0.01%	130
2019 Q4	–	Sell	-33	Closed	-$4K	–	104
2019 Q3	$4K	Buy	+33	New	+$3.75K	﹤0.01%	105

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rice Partnership's EMB Position: Q2 2023 in Review

Rice Partnership sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 30 shares — an estimated $2.59K sold.

Rice Partnership first reported a position in EMB in Q3 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

Rice Partnership reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
Rice Partnership sold 30 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $2.59K.
Rice Partnership first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2019 and held it in 3 quarters.
Rice Partnership's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $10K in Q4 2021.
762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on Rice Partnership's 13F filing for Q2 2023, filed 8 Aug 2023.