Advantage Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Advantage Investment 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
2019 Q3	$39K	Buy	341 +110	+48%	+$12.5K	0.03%	381
2019 Q2	$26K	Hold	231	–	–	0.02%	469
2019 Q1	$25K	Sell	231 -9	-4%	-$971	0.02%	473
2018 Q4	$25K	Buy	240 +47	+24%	+$4.91K	0.02%	469
2018 Q3	$21K	Buy	193 +30	+18%	+$3.22K	0.01%	564
2018 Q2	$17K	Sell	163 -72	-31%	-$7.86K	0.01%	573
2018 Q1	$27K	Sell	235 -119	-34%	-$13.5K	0.01%	500
2017 Q4	$41K	Sell	354 -146	-29%	-$16.9K	0.01%	436
2017 Q3	$58K	Sell	500 -268	-35%	-$31K	0.02%	367
2017 Q2	$88K	Buy	768 +381	+98%	+$43.8K	0.03%	259
2017 Q1	$44K	Buy	387 +287	+287%	+$32.3K	0.02%	364
2016 Q4	$11K	Hold	100	–	–	﹤0.01%	606
2016 Q3	$12K	Hold	100	–	–	﹤0.01%	593
2016 Q2	$12K	Hold	100	–	–	0.01%	556
2016 Q1	$11K	Buy	+100	New	+$10.7K	﹤0.01%	548

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

Citigroup New York $235B AUM 32.99% 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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Advantage Investment Management's EMB Position: Q3 2019 in Review

Advantage Investment Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 48% in Q3 2019, buying an estimated $12.5K and bringing the position to 341 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #381.

Advantage Investment Management first reported a position in EMB in Q1 2016 and has held it in 15 quarters since. The position peaked at $88K in Q2 2017. 576 funds tracked by Wall St. Rank hold EMB as of Q3 2019.

Advantage Investment Management held 341 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $39K as of Q3 2019.
Advantage Investment Management bought 110 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2019, an estimated $12.5K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Advantage Investment Management's portfolio in Q3 2019, its #381 holding.
Advantage Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2016 and has held it in 15 quarters since.
Advantage Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $88K in Q2 2017.
576 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.