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Capital Wealth Planning’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Capital Wealth Planning’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
Q3 		– Sell
-2,991
Closed -$339K – 272
2019
Q2 		$339K Buy
+2,991
New +$330K 0.02% 167

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Capital Wealth Planning's EMB Position: Q3 2019 in Review

Capital Wealth Planning sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2019, closing a stake of 2,991 shares — an estimated $339K sold.

Capital Wealth Planning first reported a position in EMB in Q2 2019 and held it in 1 quarter. The position peaked at $339K in Q2 2019. 576 funds tracked by Wall St. Rank hold EMB as of Q3 2019.

  • Capital Wealth Planning reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 2,991 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2019, an estimated $339K.
  • Capital Wealth Planning first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2019 and held it in 1 quarter.
  • Capital Wealth Planning's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $339K in Q2 2019.
  • 576 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2019.

Based on Capital Wealth Planning's 13F filing for Q3 2019, filed 12 Nov 2019.