Altium Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Altium Wealth 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 Q2	–	Sell	-4,964	Closed	-$546K	–	284
2019 Q1	$546K	Buy	4,964 +281	+6%	+$30.3K	0.09%	151
2018 Q4	$487K	Sell	4,683 -1,087	-19%	-$114K	0.09%	148
2018 Q3	$622K	Sell	5,770 -519	-8%	-$55.7K	0.12%	137
2018 Q2	$671K	Sell	6,289 -628	-9%	-$68.5K	0.18%	94
2018 Q1	$780K	Sell	6,917 -327	-5%	-$37.1K	0.31%	53
2017 Q4	$840K	Buy	+7,244	New	+$838K	0.38%	49

Other funds holding EMB

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $43.6M AUM 1.15% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Altium Wealth Management's EMB Position: Q2 2019 in Review

Altium Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2019, closing a stake of 4,964 shares — an estimated $546K sold.

Altium Wealth Management first reported a position in EMB in Q4 2017 and held it in 6 quarters. The position peaked at $840K in Q4 2017. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

Altium Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2019 after selling out during the quarter.
Altium Wealth Management sold 4,964 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $546K.
Altium Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 6 quarters.
Altium Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $840K in Q4 2017.
568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on Altium Wealth Management's 13F filing for Q2 2019, filed 18 Jul 2019.