Benjamin Edwards Inc’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Benjamin Edwards Inc’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 Q1	–	Sell	-6,993	Closed	-$811K	–	377
2020 Q4	$811K	Sell	6,993 -8,797	-56%	-$996K	0.63%	60
2020 Q3	$1.75M	Buy	+15,790	New	+$1.77M	1.45%	10
2019 Q2	–	Sell	-584	Closed	-$64K	–	306
2019 Q1	$64K	Buy	+584	New	+$63K	0.31%	106

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Benjamin Edwards Inc's EMB Position: Q1 2021 in Review

Benjamin Edwards Inc sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2021, closing a stake of 6,993 shares — an estimated $811K sold.

Benjamin Edwards Inc first reported a position in EMB in Q1 2019 and held it in 3 quarters. The position peaked at $1.75M in Q3 2020. 712 funds tracked by Wall St. Rank hold EMB as of Q1 2021.

Benjamin Edwards Inc reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2021 after selling out during the quarter.
Benjamin Edwards Inc sold 6,993 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2021, an estimated $811K.
Benjamin Edwards Inc first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and held it in 3 quarters.
Benjamin Edwards Inc's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.75M in Q3 2020.
712 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2021.

Based on Benjamin Edwards Inc's 13F filing for Q1 2021, filed 14 May 2021.