CFA
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Capstone Financial Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Capstone Financial 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
Q4 		– Sell
-2,730
Closed -$309K – 109
2019
Q3 		$309K Hold
2,730
– – 0.05% 60
2019
Q2 		$309K Hold
2,730
– – 0.05% 62
2019
Q1 		$300K Sell
2,730
-6,671
-71% -$720K 0.05% 64
2018
Q4 		$977K Buy
+9,401
New +$983K 0.2% 36
2016
Q2 		– Sell
-10,609
Closed -$1.17M – 75
2016
Q1 		$1.17M Sell
10,609
-127,034
-92% -$13.5M 0.46% 21
2015
Q4 		$14.6M Buy
137,643
+110,150
+401% +$11.9M 5.17% 7
2015
Q3 		$2.92M Buy
+27,493
New +$2.98M 1.3% 13

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
PM
Pharo Management New York $18.7M AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return