Carmichael Hill & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Carmichael Hill & Associates’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 Q4	–	Sell	-647	Closed	-$71K	–	810
2021 Q3	$71K	Sell	647 -167	-21%	-$18.8K	0.04%	291
2021 Q2	$92K	Hold	814	–	–	0.05%	256
2021 Q1	$89K	Hold	814	–	–	0.05%	252
2020 Q4	$94K	Sell	814 -14	-2%	-$1.58K	0.06%	235
2020 Q3	$92K	Buy	828 +575	+227%	+$64.6K	0.06%	226
2020 Q2	$28K	Hold	253	–	–	0.02%	368
2020 Q1	$24K	Buy	253 +72	+40%	+$7.94K	0.02%	349
2019 Q4	$21K	Buy	+181	New	+$20.4K	0.01%	396

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

AHSSHC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carmichael Hill & Associates's EMB Position: Q4 2021 in Review

Carmichael Hill & Associates sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2021, closing a stake of 647 shares — an estimated $71K sold.

Carmichael Hill & Associates first reported a position in EMB in Q4 2019 and held it in 8 quarters. The position peaked at $94K in Q4 2020. 787 funds tracked by Wall St. Rank hold EMB as of Q4 2021.

Carmichael Hill & Associates reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2021 after selling out during the quarter.
Carmichael Hill & Associates sold 647 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2021, an estimated $71K.
Carmichael Hill & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 8 quarters.
Carmichael Hill & Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $94K in Q4 2020.
787 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2021.

Based on Carmichael Hill & Associates's 13F filing for Q4 2021, filed 31 Jan 2022.