Cumberland Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cumberland Partners’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
2020 Q1	–	Sell	-3,433	Closed	-$393K	–	173
2019 Q4	$393K	Buy	3,433 +818	+31%	+$92.4K	0.03%	144
2019 Q3	$296K	Sell	2,615 -197	-7%	-$22.4K	0.03%	149
2019 Q2	$319K	Buy	2,812 +332	+13%	+$36.6K	0.03%	153
2019 Q1	$273K	Buy	2,480 +156	+7%	+$16.8K	0.03%	152
2018 Q4	$241K	Sell	2,324 -4,475	-66%	-$468K	0.03%	154
2018 Q3	$733K	Buy	6,799 +711	+12%	+$76.4K	0.07%	119
2018 Q2	$650K	Buy	+6,088	New	+$664K	0.07%	124

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Cumberland Partners's EMB Position: Q1 2020 in Review

Cumberland Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2020, closing a stake of 3,433 shares — an estimated $393K sold.

Cumberland Partners first reported a position in EMB in Q2 2018 and held it in 7 quarters. The position peaked at $733K in Q3 2018. 604 funds tracked by Wall St. Rank hold EMB as of Q1 2020.

Cumberland Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2020 after selling out during the quarter.
Cumberland Partners sold 3,433 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2020, an estimated $393K.
Cumberland Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and held it in 7 quarters.
Cumberland Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $733K in Q3 2018.
604 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2020.

Based on Cumberland Partners's 13F filing for Q1 2020, filed 13 May 2020.