Washington Trust’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Washington Trust’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 Q3	–	Sell	-78	Closed	-$6.9K	–	859
2024 Q2	$6.9K	Buy	78 +71	+1,014%	+$6.29K	﹤0.01%	697
2024 Q1	$628	Hold	7	–	–	﹤0.01%	832
2023 Q4	$623	Hold	7	–	–	﹤0.01%	810
2023 Q3	$578	Hold	7	–	–	﹤0.01%	870
2023 Q2	$606	Hold	7	–	–	﹤0.01%	881
2023 Q1	$604	Hold	7	–	–	﹤0.01%	915
2022 Q4	$592	Hold	7	–	–	﹤0.01%	933
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	859
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	862
2022 Q1	$1K	Buy	+7	New	+$709	﹤0.01%	883
2021 Q4	–	Sell	-21	Closed	-$2K	–	975
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	953
2021 Q2	$2K	Hold	21	–	–	﹤0.01%	938
2021 Q1	$2K	Hold	21	–	–	﹤0.01%	900
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	873
2020 Q3	$2K	Buy	+21	New	+$2.36K	﹤0.01%	864

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Washington Trust's EMB Position: Q3 2024 in Review

Washington Trust sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 78 shares — an estimated $6.9K sold.

Washington Trust first reported a position in EMB in Q3 2020 and held it in 15 quarters. The position peaked at $6.9K in Q2 2024. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Washington Trust reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
Washington Trust sold 78 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $6.9K.
Washington Trust first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2020 and held it in 15 quarters.
Washington Trust's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.9K in Q2 2024.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Washington Trust's 13F filing for Q3 2024, filed 25 Oct 2024.