Brandywine Oak Private Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Brandywine Oak Private Wealth’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
2020 Q1	–	Sell	-93,446	Closed	-$10.7M	–	229
2019 Q4	$10.7M	Buy	93,446 +2,434	+3%	+$275K	1.95%	16
2019 Q3	$10.3M	Buy	91,012 +30,330	+50%	+$3.45M	1.95%	16
2019 Q2	$6.87M	Buy	60,682 +1,249	+2%	+$138K	1.37%	18
2019 Q1	$6.54M	Sell	59,433 -8,865	-13%	-$956K	1.36%	19
2018 Q4	$7.13M	Buy	+68,298	New	+$7.14M	1.6%	17

Other funds holding EMB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brandywine Oak Private Wealth's EMB Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2020, closing a stake of 93,446 shares — an estimated $10.7M sold.

Brandywine Oak Private Wealth first reported a position in EMB in Q4 2018 and held it in 5 quarters. The position peaked at $10.7M in Q4 2019. 604 funds tracked by Wall St. Rank hold EMB as of Q1 2020.

Brandywine Oak Private Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 93,446 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2020, an estimated $10.7M.
Brandywine Oak Private Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 5 quarters.
Brandywine Oak Private Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $10.7M in Q4 2019.
604 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.