Cornerstone Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cornerstone Wealth Management’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 Q2	–	Sell	-2,970	Closed	-$624K	–	399
2019 Q1	$624K	Buy	2,970 +32	+1%	+$3.45K	0.08%	249
2018 Q4	$306K	Sell	2,938 -824,661	-100%	-$86.2M	0.07%	255
2018 Q3	$7.16M	Buy	827,599 +187,349	+29%	+$20.1M	0.09%	220
2018 Q2	$6.02M	Buy	640,250 +630,653	+6,571%	+$68.8M	0.07%	282
2018 Q1	$1.08M	Sell	9,597 -1,060	-10%	-$120K	0.21%	104
2017 Q4	$1.25M	Buy	10,657 +3,494	+49%	+$404K	0.23%	93
2017 Q3	$828K	Sell	7,163 -1,411	-16%	-$163K	0.17%	125
2017 Q2	$974K	Buy	8,574 +3,802	+80%	+$437K	0.22%	100
2017 Q1	$546K	Buy	+4,772	New	+$537K	0.14%	152

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

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 $43.6M AUM 1.15% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Cornerstone Wealth Management's EMB Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2019, closing a stake of 2,970 shares — an estimated $624K sold.

Cornerstone Wealth Management first reported a position in EMB in Q1 2017 and held it in 9 quarters. The position peaked at $7.16M in Q3 2018. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

Cornerstone Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2019 after selling out during the quarter.
Cornerstone Wealth Management sold 2,970 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $624K.
Cornerstone Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2017 and held it in 9 quarters.
Cornerstone Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $7.16M in Q3 2018.
568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.