Selective Wealth Management’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Selective Wealth Management’s Portfolio CEMB Stock Details CEMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,787	Closed	-$446K	–	210
2022 Q3	$446K	Sell	10,787 -1,649	-13%	-$70.8K	0.19%	67
2022 Q2	$533K	Buy	12,436 +2,401	+24%	+$107K	0.19%	71
2022 Q1	$466K	Buy	+10,035	New	+$484K	0.17%	71

Other funds holding CEMB

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Selective Wealth Management's CEMB Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q4 2022, closing a stake of 10,787 shares — an estimated $446K sold.

Selective Wealth Management first reported a position in CEMB in Q1 2022 and held it in 3 quarters. The position peaked at $533K in Q2 2022. 58 funds tracked by Wall St. Rank hold CEMB as of Q4 2022.

Selective Wealth Management reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 10,787 iShares JPMorgan EM Corporate Bond ETF shares in Q4 2022, an estimated $446K.
Selective Wealth Management first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
Selective Wealth Management's iShares JPMorgan EM Corporate Bond ETF position peaked at $533K in Q2 2022.
58 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.