RMR Wealth Builders’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

RMR Wealth Builders’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
2022 Q3	–	Sell	-13,481	Closed	-$1.15M	–	200
2022 Q2	$1.15M	Sell	13,481 -13,184	-49%	-$1.19M	0.29%	49
2022 Q1	$2.61M	Buy	26,665 +330	+1%	+$33.4K	0.56%	34
2021 Q4	$2.87M	Buy	+26,335	New	+$2.87M	0.82%	25

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

RMR Wealth Builders's EMB Position: Q3 2022 in Review

RMR Wealth Builders sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2022, closing a stake of 13,481 shares — an estimated $1.15M sold.

RMR Wealth Builders first reported a position in EMB in Q4 2021 and held it in 3 quarters. The position peaked at $2.87M in Q4 2021. 667 funds tracked by Wall St. Rank hold EMB as of Q3 2022.

RMR Wealth Builders reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2022 after selling out during the quarter.
RMR Wealth Builders sold 13,481 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2022, an estimated $1.15M.
RMR Wealth Builders first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 3 quarters.
RMR Wealth Builders's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.87M in Q4 2021.
667 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2022.

Based on RMR Wealth Builders's 13F filing for Q3 2022, filed 8 Nov 2022.