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

Selective Wealth Management’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 Q4	–	Sell	-958	Closed	-$76K	–	280
2022 Q3	$76K	Sell	958 -63	-6%	-$5.38K	0.03%	246
2022 Q2	$87K	Buy	1,021 +553	+118%	+$50K	0.03%	240
2022 Q1	$46K	Buy	468 +466	+23,300%	+$47.2K	0.02%	316
2021 Q4	$0	Buy	+2	New	+$218	﹤0.01%	672
2020 Q3	–	Sell	-173	Closed	-$19K	–	338
2020 Q2	$19K	Hold	173	–	–	0.02%	181
2020 Q1	$17K	Hold	173	–	–	0.03%	120
2019 Q4	$20K	Sell	173 -23	-12%	-$2.6K	0.02%	118
2019 Q3	$22K	Buy	+196	New	+$22.3K	0.03%	117

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

Jane Street New York $1.21T AUM 78.12% 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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

Selective Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2022, closing a stake of 958 shares — an estimated $76K sold.

Selective Wealth Management first reported a position in EMB in Q3 2019 and held it in 8 quarters. The position peaked at $87K in Q2 2022. 730 funds tracked by Wall St. Rank hold EMB as of Q4 2022.

Selective Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 958 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2022, an estimated $76K.
Selective Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2019 and held it in 8 quarters.
Selective Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $87K in Q2 2022.
730 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2022.

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