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

Visionary 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 Q2	–	Sell	-4,143	Closed	-$357K	–	469
2023 Q1	$357K	Sell	4,143 -1,662	-29%	-$143K	0.03%	328
2022 Q4	$491K	Sell	5,805 -3,245	-36%	-$268K	0.05%	240
2022 Q3	$719K	Sell	9,050 -427	-5%	-$36.5K	0.07%	187
2022 Q2	$809K	Sell	9,477 -6,104	-39%	-$552K	0.07%	191
2022 Q1	$1.52M	Sell	15,581 -66,383	-81%	-$6.73M	0.12%	147
2021 Q4	$8.94M	Buy	81,964 +4,688	+6%	+$511K	0.73%	34
2021 Q3	$8.51M	Buy	77,276 +2,536	+3%	+$285K	0.88%	30
2021 Q2	$8.4M	Sell	74,740 -2,585	-3%	-$288K	0.84%	31
2021 Q1	$8.42M	Sell	77,325 -6,512	-8%	-$728K	0.89%	28
2020 Q4	$9.72M	Buy	83,837 +5,367	+7%	+$608K	1.09%	24
2020 Q3	$8.7M	Buy	78,470 +9,308	+13%	+$1.05M	1.23%	22
2020 Q2	$7.55M	Buy	69,162 +6,325	+10%	+$655K	1.15%	23
2020 Q1	$6.08M	Buy	62,837 +3,155	+5%	+$348K	1.15%	23
2019 Q4	$6.84M	Buy	+59,682	New	+$6.74M	1.22%	26

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

COPPSERS

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Visionary Wealth Advisors's EMB Position: Q2 2023 in Review

Visionary Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 4,143 shares — an estimated $357K sold.

Visionary Wealth Advisors first reported a position in EMB in Q4 2019 and held it in 14 quarters. The position peaked at $9.72M in Q4 2020. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

Visionary Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 4,143 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $357K.
Visionary Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 14 quarters.
Visionary Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $9.72M in Q4 2020.
762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on Visionary Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.