Unionview LLC’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Unionview LLC’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 Q1	–	Sell	-5,202	Closed	-$463K	–	93
2023 Q4	$463K	Buy	5,202 +53	+1%	+$4.46K	0.42%	42
2023 Q3	$425K	Buy	5,149 +39	+0.8%	+$3.33K	0.4%	44
2023 Q2	$442K	Buy	5,110 +39	+0.8%	+$3.33K	0.4%	44
2023 Q1	$438K	Buy	5,071 +24	+0.5%	+$2.07K	0.41%	45
2022 Q4	$427K	Buy	5,047 +53	+1%	+$4.38K	0.43%	44
2022 Q3	$397K	Sell	4,994 -633	-11%	-$54.1K	0.45%	44
2022 Q2	$480K	Sell	5,627 -331	-6%	-$29.9K	0.54%	36
2022 Q1	$582K	Sell	5,958 -240	-4%	-$24.3K	0.54%	37
2021 Q4	$676K	Buy	+6,198	New	+$676K	0.63%	31

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

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

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

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

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

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

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

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

COPPSERS

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

Unionview LLC's EMB Position: Q1 2024 in Review

Unionview LLC sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 5,202 shares — an estimated $463K sold.

Unionview LLC first reported a position in EMB in Q4 2021 and held it in 9 quarters. The position peaked at $676K in Q4 2021. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Unionview LLC reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Unionview LLC sold 5,202 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $463K.
Unionview LLC first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 9 quarters.
Unionview LLC's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $676K in Q4 2021.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Unionview LLC's 13F filing for Q1 2024, filed 29 Apr 2024.