Sutton Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sutton Wealth Advisors’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 Q3	$825	Sell	10 -1,039	-99%	-$88.6K	﹤0.01%	798
2023 Q2	$90.8K	Sell	1,049 -961	-48%	-$82K	0.04%	177
2023 Q1	$173K	Sell	2,010 -1,441	-42%	-$124K	0.09%	115
2022 Q4	$292K	Sell	3,451 -804	-19%	-$66.5K	0.11%	136
2022 Q3	$338K	Sell	4,255 -1,568	-27%	-$134K	0.14%	117
2022 Q2	$497K	Buy	5,823 +809	+16%	+$73.1K	0.2%	81
2022 Q1	$490K	Sell	5,014 -92	-2%	-$9.32K	0.17%	89
2021 Q4	$557K	Buy	5,106 +1,163	+29%	+$127K	0.19%	86
2021 Q3	$434K	Sell	3,943 -5	-0.1%	-$562	0.16%	96
2021 Q2	$444K	Buy	3,948 +15	+0.4%	+$1.67K	0.16%	98
2021 Q1	$428K	Sell	3,933 -114	-3%	-$12.7K	0.17%	93
2020 Q4	$469K	Sell	4,047 -333	-8%	-$37.7K	0.2%	86
2020 Q3	$486K	Sell	4,380 -136	-3%	-$15.3K	0.24%	75
2020 Q2	$493K	Buy	4,516 +4	+0.1%	+$414	0.26%	65
2020 Q1	$436K	Buy	4,512 +1,021	+29%	+$113K	0.27%	65
2019 Q4	$400K	Buy	3,491 +935	+37%	+$106K	0.2%	84
2019 Q3	$290K	Hold	2,556	–	–	0.16%	105
2019 Q2	$290K	Sell	2,556 -999	-28%	-$110K	0.17%	106
2019 Q1	$391K	Sell	3,555 -6	-0.2%	-$647	0.23%	79
2018 Q4	$370K	Buy	3,561 +2,685	+307%	+$281K	0.24%	73
2018 Q3	$94.4K	Buy	876 +24	+3%	+$2.58K	0.06%	206
2018 Q2	$91K	Hold	852	–	–	0.06%	209
2018 Q1	$96.1K	Buy	852 +1	+0.1%	+$114	0.07%	202
2017 Q4	$98.8K	Sell	851 -264	-24%	-$30.5K	0.07%	197
2017 Q3	$130K	Buy	1,115 +12	+1%	+$1.39K	0.1%	170
2017 Q2	$126K	Buy	1,103 +50	+5%	+$5.74K	0.1%	175
2017 Q1	$120K	Sell	1,053 -6	-0.6%	-$676	0.1%	172
2016 Q4	$117K	Hold	1,059	–	–	0.1%	169
2016 Q3	$124K	Hold	1,059	–	–	0.11%	156
2016 Q2	$122K	Hold	1,059	–	–	0.12%	154
2016 Q1	$117K	Buy	+1,059	New	+$113K	0.11%	163

Other funds holding EMB

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sutton Wealth Advisors's EMB Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 99% in Q3 2023, selling an estimated $88.6K and leaving 10 shares worth $825. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Sutton Wealth Advisors first reported a position in EMB in Q1 2016 and has held it in 31 quarters since. The position peaked at $557K in Q4 2021. 744 funds tracked by Wall St. Rank hold EMB as of Q3 2023.

Sutton Wealth Advisors held 10 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $825 as of Q3 2023.
Sutton Wealth Advisors sold 1,039 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2023, an estimated $88.6K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #798 holding.
Sutton Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $557K in Q4 2021.
744 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.