WFA
EMB icon

Wells Financial Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Wells Financial 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
2024
Q3 		– Sell
-50
Closed -$4.42K – 103
2024
Q2 		$4.42K Buy
+50
New +$4.43K ﹤0.01% 80

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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

Wells Financial Advisors's EMB Position: Q3 2024 in Review

Wells Financial Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 50 shares — an estimated $4.42K sold.

Wells Financial Advisors first reported a position in EMB in Q2 2024 and held it in 1 quarter. The position peaked at $4.42K in Q2 2024. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

  • Wells Financial Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wells Financial Advisors sold 50 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $4.42K.
  • Wells Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and held it in 1 quarter.
  • Wells Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.42K in Q2 2024.
  • 832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Wells Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.