TA
EMB icon

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

Tiedemann 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 		$926K Sell
11,218
-4,875
-30% -$416K 0.04% 127
2023
Q2 		$1.39M Hold
16,093
– – 0.06% 94
2023
Q1 		$1.39M Buy
16,093
+7,405
+85% +$638K 0.06% 95
2022
Q4 		$735K Buy
+8,688
New +$718K 0.04% 138

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
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)
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Tiedemann Advisors's EMB Position: Q3 2023 in Review

Tiedemann Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 30% in Q3 2023, selling an estimated $416K and leaving 11,218 shares worth $926K. The position accounts for 0.04% of the portfolio, ranked #127.

Tiedemann Advisors first reported a position in EMB in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.39M in Q2 2023. 744 funds tracked by Wall St. Rank hold EMB as of Q3 2023.

  • Tiedemann Advisors held 11,218 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $926K as of Q3 2023.
  • Tiedemann Advisors sold 4,875 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2023, an estimated $416K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #127 holding.
  • Tiedemann Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Tiedemann Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.39M in Q2 2023.
  • 744 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.