EK
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Evensky & Katz’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Evensky & Katz’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
Q1 		– Sell
-23
Closed -$3K – 76
2020
Q4 		$3K Buy
+23
New +$2.6K ﹤0.01% 75

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Betterment LLC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evensky & Katz's EMB Position: Q1 2021 in Review

Evensky & Katz sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2021, closing a stake of 23 shares — an estimated $3K sold.

Evensky & Katz first reported a position in EMB in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 712 funds tracked by Wall St. Rank hold EMB as of Q1 2021.

  • Evensky & Katz reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Evensky & Katz sold 23 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2021, an estimated $3K.
  • Evensky & Katz first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 1 quarter.
  • Evensky & Katz's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3K in Q4 2020.
  • 712 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2021.

Based on Evensky & Katz's 13F filing for Q1 2021, filed 9 Apr 2021.