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

Doyle 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
Q3 		– Sell
-224
Closed -$25K – 350
2019
Q2 		$25K Buy
+224
New +$24.7K ﹤0.01% 473
2019
Q1 		– Sell
-32
Closed -$3K – 336
2018
Q4 		$3K Buy
+32
New +$3.35K ﹤0.01% 763

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Doyle Wealth Management's EMB Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2019, closing a stake of 224 shares — an estimated $25K sold.

Doyle Wealth Management first reported a position in EMB in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 576 funds tracked by Wall St. Rank hold EMB as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 224 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2019, an estimated $25K.
  • Doyle Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $25K in Q2 2019.
  • 576 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.