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Essex Savings Bank’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Essex Savings Bank’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
Q2 		– Sell
-120
Closed -$13K – 761
2019
Q1 		$13K Sell
120
-102
-46% -$11K 0.01% 480
2018
Q4 		$23K Buy
+222
New +$23.2K 0.01% 388

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Betterment LLC
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AB
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Essex Savings Bank's EMB Position: Q2 2019 in Review

Essex Savings Bank sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2019, closing a stake of 120 shares — an estimated $13K sold.

Essex Savings Bank first reported a position in EMB in Q4 2018 and held it in 2 quarters. The position peaked at $23K in Q4 2018. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

  • Essex Savings Bank reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Essex Savings Bank sold 120 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $13K.
  • Essex Savings Bank first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 2 quarters.
  • Essex Savings Bank's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $23K in Q4 2018.
  • 568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on Essex Savings Bank's 13F filing for Q2 2019, filed 9 Aug 2019.