Worth Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Worth Asset Management’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	-20	Closed	-$1.73K	–	474
2023 Q1	$1.73K	Hold	20	–	–	﹤0.01%	420
2022 Q4	$1.69K	Buy	+20	New	+$1.65K	﹤0.01%	411
2022 Q2	–	Sell	-328	Closed	-$29K	–	542
2022 Q1	$29K	Buy	+328	New	+$33.2K	0.02%	266

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

BlackRock New York $5.72T AUM 30.48% 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 $570B AUM 27.57% 1-Year Est. Return

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Worth Asset Management's EMB Position: Q2 2023 in Review

Worth Asset Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 20 shares — an estimated $1.73K sold.

Worth Asset Management first reported a position in EMB in Q1 2022 and held it in 3 quarters. The position peaked at $29K in Q1 2022. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

Worth Asset Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
Worth Asset Management sold 20 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $1.73K.
Worth Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and held it in 3 quarters.
Worth Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $29K in Q1 2022.
762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on Worth Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.