DBRC
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D.B. Root & Company’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

D.B. Root & Company’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
-2,152
Closed -$236K – 191
2021
Q3 		$236K Buy
2,152
+6
+0.3% +$674 0.09% 178
2021
Q2 		$241K Buy
2,146
+26
+1% +$2.89K 0.09% 188
2021
Q1 		$230K Sell
2,120
-964
-31% -$108K 0.09% 190
2020
Q4 		$357K Buy
3,084
+72
+2% +$8.15K 0.14% 164
2020
Q3 		$334K Buy
3,012
+470
+18% +$52.8K 0.13% 166
2020
Q2 		$277K Buy
2,542
+29
+1% +$3K 0.12% 175
2020
Q1 		$243K Buy
2,513
+333
+15% +$36.7K 0.12% 170
2019
Q4 		$249K Sell
2,180
-345
-14% -$39K 0.11% 174
2019
Q3 		$286K Buy
2,525
+24
+1% +$2.73K 0.13% 166
2019
Q2 		$283K Buy
2,501
+16
+0.6% +$1.76K 0.13% 173
2019
Q1 		$273K Buy
+2,485
New +$268K 0.12% 179
2018
Q4 		– Sell
-1,861
Closed -$201K – 194
2018
Q3 		$201K Buy
+1,861
New +$200K 0.09% 205
2018
Q2 		– Sell
-1,850
Closed -$209K – 205
2018
Q1 		$209K Buy
+1,850
New +$210K 0.11% 184

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.B. Root & Company's EMB Position: Q4 2021 in Review

D.B. Root & Company sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2021, closing a stake of 2,152 shares — an estimated $236K sold.

D.B. Root & Company first reported a position in EMB in Q1 2018 and held it in 13 quarters. The position peaked at $357K in Q4 2020. 787 funds tracked by Wall St. Rank hold EMB as of Q4 2021.

  • D.B. Root & Company reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2021 after selling out during the quarter.
  • D.B. Root & Company sold 2,152 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2021, an estimated $236K.
  • D.B. Root & Company first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and held it in 13 quarters.
  • D.B. Root & Company's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $357K in Q4 2020.
  • 787 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2021.

Based on D.B. Root & Company's 13F filing for Q4 2021, filed 1 Feb 2022.