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

AMJ Financial 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
2021
Q2 		– Sell
-42,469
Closed -$4.62M – 93
2021
Q1 		$4.62M Buy
42,469
+7,661
+22% +$856K 2.23% 20
2020
Q4 		$4.04M Buy
+34,808
New +$3.94M 2.06% 21

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AMJ Financial Wealth Management's EMB Position: Q2 2021 in Review

AMJ Financial Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021, closing a stake of 42,469 shares — an estimated $4.62M sold.

AMJ Financial Wealth Management first reported a position in EMB in Q4 2020 and held it in 2 quarters. The position peaked at $4.62M in Q1 2021. 735 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

  • AMJ Financial Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2021 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 42,469 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $4.62M.
  • AMJ Financial Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 2 quarters.
  • AMJ Financial Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.62M in Q1 2021.
  • 735 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.