Archford Capital Strategies’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Archford Capital Strategies’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	-15,214	Closed	-$1.7M	–	304
2021 Q1	$1.7M	Sell	15,214 -799	-5%	-$89.3K	0.45%	53
2020 Q4	$1.83M	Buy	16,013 +660	+4%	+$74.7K	0.42%	62
2020 Q3	$1.7M	Buy	15,353 +592	+4%	+$66.5K	0.46%	62
2020 Q2	$1.61M	Sell	14,761 -5,156	-26%	-$534K	0.48%	59
2020 Q1	$1.93M	Buy	19,917 +8,875	+80%	+$978K	0.75%	33
2019 Q4	$1.26M	Buy	+11,042	New	+$1.25M	0.44%	71
2018 Q2	–	Sell	-46	Closed	-$5K	–	691
2018 Q1	$5K	Buy	+46	New	+$5.22K	﹤0.01%	383

Other funds holding EMB

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 New York $5.72T AUM 30.48% 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

Archford Capital Strategies's EMB Position: Q2 2021 in Review

Archford Capital Strategies sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021, closing a stake of 15,214 shares — an estimated $1.7M sold.

Archford Capital Strategies first reported a position in EMB in Q1 2018 and held it in 7 quarters. The position peaked at $1.93M in Q1 2020. 734 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

Archford Capital Strategies reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2021 after selling out during the quarter.
Archford Capital Strategies sold 15,214 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $1.7M.
Archford Capital Strategies first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and held it in 7 quarters.
Archford Capital Strategies's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.93M in Q1 2020.
734 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on Archford Capital Strategies's 13F filing for Q2 2021, filed 23 Jul 2021.