Chicago Partners Investment Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Chicago Partners Investment Group’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
2022 Q1	–	Sell	-2,114	Closed	-$217K	–	580
2021 Q4	$217K	Sell	2,114 -20	-0.9%	-$2.18K	0.02%	505
2021 Q3	$233K	Buy	+2,134	New	+$240K	0.02%	505
2021 Q2	–	Sell	-1,923	Closed	-$213K	–	545
2021 Q1	$213K	Buy	+1,923	New	+$215K	0.02%	476
2019 Q1	–	Sell	-3,330	Closed	-$351K	–	326
2018 Q4	$351K	Buy	3,330 +1,275	+62%	+$133K	0.05%	238
2018 Q3	$216K	Buy	+2,055	New	+$221K	0.03%	284

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Chicago Partners Investment Group's EMB Position: Q1 2022 in Review

Chicago Partners Investment Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2022, closing a stake of 2,114 shares — an estimated $217K sold.

Chicago Partners Investment Group first reported a position in EMB in Q3 2018 and held it in 5 quarters. The position peaked at $351K in Q4 2018. 738 funds tracked by Wall St. Rank hold EMB as of Q1 2022.

Chicago Partners Investment Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2022 after selling out during the quarter.
Chicago Partners Investment Group sold 2,114 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2022, an estimated $217K.
Chicago Partners Investment Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2018 and held it in 5 quarters.
Chicago Partners Investment Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $351K in Q4 2018.
738 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2022.

Based on Chicago Partners Investment Group's 13F filing for Q1 2022, filed 20 May 2022.