SWM
EMB icon

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return