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

Sheets Smith 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
2023
Q4 		– Sell
-30
Closed -$2.48K – 382
2023
Q3 		$2.48K Buy
+30
New +$2.56K ﹤0.01% 473

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PM
Pharo Management New York $18.7M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sheets Smith Wealth Management's EMB Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2023, closing a stake of 30 shares — an estimated $2.48K sold.

Sheets Smith Wealth Management first reported a position in EMB in Q3 2023 and held it in 1 quarter. The position peaked at $2.48K in Q3 2023. 822 funds tracked by Wall St. Rank hold EMB as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 30 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2023, an estimated $2.48K.
  • Sheets Smith Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.48K in Q3 2023.
  • 822 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.