SWS Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

SWS Partners’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
2024 Q3	–	Sell	-936	Closed	-$82.8K	–	160
2024 Q2	$82.8K	Buy	+936	New	+$83K	0.02%	137
2018 Q2	–	Sell	-1,219	Closed	-$137K	–	160
2018 Q1	$137K	Buy	1,219 +264	+28%	+$30K	0.1%	78
2017 Q4	$111K	Buy	+955	New	+$110K	0.08%	85

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

SWS Partners's EMB Position: Q3 2024 in Review

SWS Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 936 shares — an estimated $82.8K sold.

SWS Partners first reported a position in EMB in Q4 2017 and held it in 3 quarters. The position peaked at $137K in Q1 2018. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

SWS Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 936 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $82.8K.
SWS Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 3 quarters.
SWS Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $137K in Q1 2018.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.