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

Executive 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
Q4 		– Sell
-2,329
Closed -$264K – 151
2019
Q3 		$264K Sell
2,329
-24,352
-91% -$2.77M 0.04% 114
2019
Q2 		$3.02M Buy
26,681
+23,424
+719% +$2.58M 0.43% 58
2019
Q1 		$358K Sell
3,257
-163
-5% -$17.6K 0.06% 116
2018
Q4 		$365K Buy
+3,420
New +$358K 0.06% 116

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PM
Pharo Management New York $18.7M AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Executive Wealth Management's EMB Position: Q4 2019 in Review

Executive Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2019, closing a stake of 2,329 shares — an estimated $264K sold.

Executive Wealth Management first reported a position in EMB in Q4 2018 and held it in 4 quarters. The position peaked at $3.02M in Q2 2019. 656 funds tracked by Wall St. Rank hold EMB as of Q4 2019.

  • Executive Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,329 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2019, an estimated $264K.
  • Executive Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 4 quarters.
  • Executive Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.02M in Q2 2019.
  • 656 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2019.

Based on Executive Wealth Management's 13F filing for Q4 2019, filed 23 Jan 2020.