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W.H. Cornerstone Investments’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

W.H. Cornerstone Investments’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
-3,437
Closed -$297K – 126
2023
Q1 		$297K Buy
+3,437
New +$296K 0.27% 89

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COPPSERS
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Royal Bank of Canada
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Wealthfront Advisers
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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Caisse de Depot et Placement du Quebec (CDPQ)
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

W.H. Cornerstone Investments's EMB Position: Q2 2023 in Review

W.H. Cornerstone Investments sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 3,437 shares — an estimated $297K sold.

W.H. Cornerstone Investments first reported a position in EMB in Q1 2023 and held it in 1 quarter. The position peaked at $297K in Q1 2023. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

  • W.H. Cornerstone Investments reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
  • W.H. Cornerstone Investments sold 3,437 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $297K.
  • W.H. Cornerstone Investments first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 1 quarter.
  • W.H. Cornerstone Investments's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $297K in Q1 2023.
  • 762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2023, filed 12 Jul 2023.