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Financial Architects (New Jersey)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Financial Architects (New Jersey)’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
2022
Q2 		– Sell
-3,120
Closed -$305K – 86
2022
Q1 		$305K Buy
3,120
+232
+8% +$23.5K 0.04% 263
2021
Q4 		$315K Sell
2,888
-1,375
-32% -$150K 0.04% 261
2021
Q3 		$469K Buy
4,263
+1,375
+48% +$154K 0.07% 206
2021
Q2 		$325K Buy
2,888
+136
+5% +$15.1K 0.05% 256
2021
Q1 		$300K Buy
2,752
+95
+4% +$10.6K 0.05% 256
2020
Q4 		$308K Buy
+2,657
New +$301K 0.06% 219
2020
Q2 		– Sell
-115
Closed -$11K – 857
2020
Q1 		$11K Buy
+115
New +$12.7K ﹤0.01% 599
2019
Q2 		– Sell
-58
Closed -$6K – 1269
2019
Q1 		$6K Buy
58
+31
+115% +$3.34K ﹤0.01% 1187
2018
Q4 		$3K Sell
27
-155
-85% -$16.2K ﹤0.01% 1191
2018
Q3 		$20K Sell
182
-1
-0.5% -$107 ﹤0.01% 921
2018
Q2 		$20K Buy
183
+136
+289% +$14.8K ﹤0.01% 805
2018
Q1 		$5K Sell
47
-10
-18% -$1.14K ﹤0.01% 1220
2017
Q4 		$6K Sell
57
-258
-82% -$29.8K ﹤0.01% 1248
2017
Q3 		$37K Buy
315
+1
+0.3% +$116 0.01% 773
2017
Q2 		$36K Buy
314
+117
+59% +$13.4K 0.01% 784
2017
Q1 		$22K Sell
197
-92
-32% -$10.4K ﹤0.01% 910
2016
Q4 		$32K Buy
289
+118
+69% +$13.2K 0.01% 707
2016
Q3 		$20K Hold
171
– – 0.01% 843
2016
Q2 		$19K Buy
+171
New +$19.1K 0.01% 801
2015
Q3 		– Sell
-166
Closed -$18K – 415
2015
Q2 		$18K Buy
166
+25
+18% +$2.8K 0.01% 662
2015
Q1 		$16K Buy
141
+72
+104% +$7.99K 0.01% 616
2014
Q4 		$8K Sell
69
-25
-27% -$2.81K ﹤0.01% 711
2014
Q3 		$11K Buy
94
+25
+36% +$2.87K 0.01% 578
2014
Q2 		$8K Buy
+69
New +$7.83K ﹤0.01% 685
2013
Q4 		– Sell
-244
Closed -$26K – 277
2013
Q3 		$26K Buy
244
+69
+39% +$7.49K 0.02% 333
2013
Q2 		$19K Buy
+175
New +$20.5K 0.01% 371

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Architects (New Jersey)'s EMB Position: Q2 2022 in Review

Financial Architects (New Jersey) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 3,120 shares — an estimated $305K sold.

Financial Architects (New Jersey) first reported a position in EMB in Q2 2013 and held it in 26 quarters. The position peaked at $469K in Q3 2021. 680 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

  • Financial Architects (New Jersey) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 3,120 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $305K.
  • Financial Architects (New Jersey) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 26 quarters.
  • Financial Architects (New Jersey)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $469K in Q3 2021.
  • 680 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2022, filed 11 Aug 2022.