Abundance Wealth Counselors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Abundance Wealth Counselors’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
2020 Q3	–	Sell	-92,604	Closed	-$10.1M	–	82
2020 Q2	$10.1M	Sell	92,604 -15,113	-14%	-$1.56M	3.07%	9
2020 Q1	$10.4M	Sell	107,717 -10,523	-9%	-$1.16M	3.61%	8
2019 Q4	$13.5M	Sell	118,240 -2,914	-2%	-$329K	3.77%	9
2019 Q3	$13.7M	Buy	121,154 +9,246	+8%	+$1.05M	4.18%	8
2019 Q2	$12.7M	Buy	111,908 +2,960	+3%	+$326K	3.94%	8
2019 Q1	$12M	Buy	108,948 +8,666	+9%	+$935K	3.94%	7
2018 Q4	$10.4M	Buy	+100,282	New	+$10.5M	3.83%	7

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Abundance Wealth Counselors's EMB Position: Q3 2020 in Review

Abundance Wealth Counselors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2020, closing a stake of 92,604 shares — an estimated $10.1M sold.

Abundance Wealth Counselors first reported a position in EMB in Q4 2018 and held it in 7 quarters. The position peaked at $13.7M in Q3 2019. 604 funds tracked by Wall St. Rank hold EMB as of Q3 2020.

Abundance Wealth Counselors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2020 after selling out during the quarter.
Abundance Wealth Counselors sold 92,604 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2020, an estimated $10.1M.
Abundance Wealth Counselors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 7 quarters.
Abundance Wealth Counselors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $13.7M in Q3 2019.
604 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2020.

Based on Abundance Wealth Counselors's 13F filing for Q3 2020, filed 4 Nov 2020.