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

Curi 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
2022 Q1	–	Sell	-3,572	Closed	-$389K	–	551
2021 Q4	$389K	Sell	3,572 -235	-6%	-$25.6K	0.07%	76
2021 Q3	$419K	Buy	3,807 +396	+12%	+$44.5K	0.19%	49
2021 Q2	$383K	Buy	3,411 +731	+27%	+$81.3K	0.19%	56
2021 Q1	$291K	Buy	2,680 +331	+14%	+$37K	0.18%	66
2020 Q4	$272K	Buy	+2,349	New	+$266K	0.2%	64

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Curi Wealth Management's EMB Position: Q1 2022 in Review

Curi Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2022, closing a stake of 3,572 shares — an estimated $389K sold.

Curi Wealth Management first reported a position in EMB in Q4 2020 and held it in 5 quarters. The position peaked at $419K in Q3 2021. 737 funds tracked by Wall St. Rank hold EMB as of Q1 2022.

Curi Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2022 after selling out during the quarter.
Curi Wealth Management sold 3,572 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2022, an estimated $389K.
Curi Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 5 quarters.
Curi Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $419K in Q3 2021.
737 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.