Tranquilli Financial Advisor’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Tranquilli Financial Advisor’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	–	Sell	-6,534	Closed	-$565K	–	100
2023 Q2	$565K	Buy	6,534 +911	+16%	+$77.8K	0.4%	49
2023 Q1	$485K	Buy	+5,623	New	+$485K	0.36%	48
2021 Q4	–	Sell	-6,561	Closed	-$722K	–	84
2021 Q3	$722K	Sell	6,561 -21	-0.3%	-$2.36K	0.54%	38
2021 Q2	$740K	Buy	+6,582	New	+$732K	0.56%	38
2021 Q1	–	Sell	-7,327	Closed	-$849K	–	76
2020 Q4	$849K	Buy	+7,327	New	+$830K	0.77%	38

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

Tranquilli Financial Advisor's EMB Position: Q3 2023 in Review

Tranquilli Financial Advisor sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2023, closing a stake of 6,534 shares — an estimated $565K sold.

Tranquilli Financial Advisor first reported a position in EMB in Q4 2020 and held it in 5 quarters. The position peaked at $849K in Q4 2020. 744 funds tracked by Wall St. Rank hold EMB as of Q3 2023.

Tranquilli Financial Advisor reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2023 after selling out during the quarter.
Tranquilli Financial Advisor sold 6,534 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2023, an estimated $565K.
Tranquilli Financial Advisor first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 5 quarters.
Tranquilli Financial Advisor's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $849K in Q4 2020.
744 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2023.

Based on Tranquilli Financial Advisor's 13F filing for Q3 2023, filed 8 Nov 2023.