Acorn Advisory Capital’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Acorn Advisory Capital’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
2018 Q2	–	Sell	-2,200	Closed	-$248K	–	48
2018 Q1	$248K	Sell	2,200 -11,300	-84%	-$1.28M	0.39%	37
2017 Q4	$1.57M	Buy	+13,500	New	+$1.56M	1.02%	20

Other funds holding EMB

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Acorn Advisory Capital's EMB Position: Q2 2018 in Review

Acorn Advisory Capital sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2018, closing a stake of 2,200 shares — an estimated $248K sold.

Acorn Advisory Capital first reported a position in EMB in Q4 2017 and held it in 2 quarters. The position peaked at $1.57M in Q4 2017. 485 funds tracked by Wall St. Rank hold EMB as of Q2 2018.

Acorn Advisory Capital reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2018 after selling out during the quarter.
Acorn Advisory Capital sold 2,200 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2018, an estimated $248K.
Acorn Advisory Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 2 quarters.
Acorn Advisory Capital's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.57M in Q4 2017.
485 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2018.

Based on Acorn Advisory Capital's 13F filing for Q2 2018, filed 8 Aug 2018.