D'Orazio & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

D'Orazio & Associates’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 Q2	–	Sell	-13	Closed	-$1K	–	389
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	353
2020 Q4	$2K	Hold	13	–	–	﹤0.01%	321
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	305
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	317
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	309
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	325
2019 Q3	$1K	Buy	+13	New	+$1.48K	﹤0.01%	329
2017 Q4	–	Sell	-145	Closed	-$17K	–	328
2017 Q3	$17K	Hold	145	–	–	0.01%	172
2017 Q2	$17K	Sell	145 -12	-8%	-$1.38K	0.01%	194
2017 Q1	$18K	Hold	157	–	–	0.01%	179
2016 Q4	$17K	Hold	157	–	–	0.01%	173
2016 Q3	$18K	Sell	157 -1	-0.6%	-$117	0.01%	171
2016 Q2	$18K	Buy	+158	New	+$17.6K	0.01%	176

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

D'Orazio & Associates's EMB Position: Q2 2021 in Review

D'Orazio & Associates sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

D'Orazio & Associates first reported a position in EMB in Q2 2016 and held it in 13 quarters. The position peaked at $18K in Q1 2017. 736 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

D'Orazio & Associates reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2021 after selling out during the quarter.
D'Orazio & Associates sold 13 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $1K.
D'Orazio & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2016 and held it in 13 quarters.
D'Orazio & Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $18K in Q1 2017.
736 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on D'Orazio & Associates's 13F filing for Q2 2021, filed 4 Aug 2021.