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

Berman Capital 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
2021
Q1 		– Sell
-7
Closed – – 1798
2020
Q4 		$0 Buy
+7
New +$793 ﹤0.01% 1706
2020
Q3 		– Sell
-135
Closed -$14K – 1636
2020
Q2 		$14K Buy
+135
New +$14K ﹤0.01% 645

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
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berman Capital Advisors's EMB Position: Q1 2021 in Review

Berman Capital Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2021, closing a stake of 7 shares.

Berman Capital Advisors first reported a position in EMB in Q2 2020 and held it in 2 quarters. The position peaked at $14K in Q2 2020. 712 funds tracked by Wall St. Rank hold EMB as of Q1 2021.

  • Berman Capital Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 7 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2021.
  • Berman Capital Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2020 and held it in 2 quarters.
  • Berman Capital Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $14K in Q2 2020.
  • 712 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.