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Belvedere Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Belvedere Advisors’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 		$8K Sell
71
-2,186
-97% -$241K 0.25% 22
2019
Q1 		$248K Buy
+2,257
New +$243K 3.2% 9

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Belvedere Advisors's EMB Position: Q2 2019 in Review

Belvedere Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 97% in Q2 2019, selling an estimated $241K and leaving 71 shares worth $8K. The position accounts for 0.25% of the portfolio, ranked #22.

Belvedere Advisors first reported a position in EMB in Q1 2019 and has held it in 2 quarters since. The position peaked at $248K in Q1 2019. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

  • Belvedere Advisors held 71 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $8K as of Q2 2019.
  • Belvedere Advisors sold 2,186 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $241K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.25% of Belvedere Advisors's portfolio in Q2 2019, its #22 holding.
  • Belvedere Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $248K in Q1 2019.
  • 568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.