6 Meridian’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

6 Meridian’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
2021 Q4	$8.24M	Sell	75,568 -4,931	-6%	-$538K	0.6%	20
2021 Q3	$8.86M	Buy	80,499 +575	+0.7%	+$64.6K	0.7%	17
2021 Q2	$8.99M	Buy	79,924 +8,042	+11%	+$895K	0.71%	16
2021 Q1	$7.83M	Buy	71,882 +3,865	+6%	+$432K	0.67%	18
2020 Q4	$7.88M	Buy	68,017 +74	+0.1%	+$8.38K	0.75%	17
2020 Q3	$7.53M	Buy	67,943 +615	+0.9%	+$69.1K	0.79%	18
2020 Q2	$7.35M	Sell	67,328 -7,894	-10%	-$817K	0.78%	16
2020 Q1	$7.27M	Buy	+75,222	New	+$8.29M	0.76%	38
2019 Q1	–	Sell	-73,204	Closed	-$7.61M	–	453
2018 Q4	$7.61M	Buy	+73,204	New	+$7.65M	0.87%	31

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

6 Meridian's EMB Position: Q4 2021 in Review

6 Meridian reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6.1% in Q4 2021, selling an estimated $538K and leaving 75,568 shares worth $8.24M. The position accounts for 0.6% of the portfolio, ranked #20.

6 Meridian first reported a position in EMB in Q4 2018 and has held it in 9 quarters since. The position peaked at $8.99M in Q2 2021. 787 funds tracked by Wall St. Rank hold EMB as of Q4 2021.

6 Meridian held 75,568 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $8.24M as of Q4 2021.
6 Meridian sold 4,931 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2021, an estimated $538K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.6% of 6 Meridian's portfolio in Q4 2021, its #20 holding.
6 Meridian first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 9 quarters since.
6 Meridian's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8.99M in Q2 2021.
787 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.