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West Coast Financial’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

West Coast Financial’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
-2,719
Closed -$242K – 163
2023
Q4 		$242K Buy
2,719
+32
+1% +$2.69K 0.03% 146
2023
Q3 		$222K Buy
2,687
+25
+0.9% +$2.13K 0.03% 139
2023
Q2 		$230K Buy
2,662
+25
+0.9% +$2.13K 0.03% 141
2023
Q1 		$228K Buy
2,637
+15
+0.6% +$1.29K 0.03% 128
2022
Q4 		$222K Sell
2,622
-58
-2% -$4.79K 0.04% 124
2022
Q3 		$213K Buy
2,680
+23
+0.9% +$1.97K 0.04% 115
2022
Q2 		$227K Buy
2,657
+466
+21% +$42.1K 0.04% 115
2022
Q1 		$214K Buy
2,191
+115
+6% +$11.7K 0.03% 128
2021
Q4 		$226K Buy
2,076
+17
+0.8% +$1.85K 0.03% 128
2021
Q3 		$227K Buy
+2,059
New +$231K 0.04% 123
2015
Q4 		– Sell
-3,552
Closed -$378K – 92
2015
Q3 		$378K Hold
3,552
– – 0.17% 73
2015
Q2 		$390K Hold
3,552
– – 0.17% 72
2015
Q1 		$398K Buy
3,552
+545
+18% +$60.5K 0.18% 71
2014
Q4 		$330K Buy
+3,007
New +$339K 0.17% 72

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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

West Coast Financial's EMB Position: Q1 2024 in Review

West Coast Financial sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 2,719 shares — an estimated $242K sold.

West Coast Financial first reported a position in EMB in Q4 2014 and held it in 14 quarters. The position peaked at $398K in Q1 2015. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

  • West Coast Financial reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
  • West Coast Financial sold 2,719 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $242K.
  • West Coast Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and held it in 14 quarters.
  • West Coast Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $398K in Q1 2015.
  • 809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on West Coast Financial's 13F filing for Q1 2024, filed 12 Apr 2024.