FormulaFolio Investments’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

FormulaFolio Investments’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 Q2	$2K	Buy	14 +5	+56%	+$556	﹤0.01%	428
2021 Q1	$1K	Sell	9 -4,449	-100%	-$497K	﹤0.01%	431
2020 Q4	$517K	Buy	+4,458	New	+$505K	0.01%	434
2019 Q4	–	Sell	-1,947	Closed	-$221K	–	367
2019 Q3	$221K	Buy	+1,947	New	+$221K	0.01%	317
2018 Q1	–	Sell	-2,413	Closed	-$280K	–	281
2017 Q4	$280K	Buy	+2,413	New	+$279K	0.02%	223
2016 Q4	–	Sell	-2,558	Closed	-$300K	–	192
2016 Q3	$300K	Buy	+2,558	New	+$298K	0.04%	106

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FormulaFolio Investments's EMB Position: Q2 2021 in Review

FormulaFolio Investments increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 56% in Q2 2021, buying an estimated $556 and bringing the position to 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

FormulaFolio Investments first reported a position in EMB in Q3 2016 and has held it in 6 quarters since. The position peaked at $517K in Q4 2020. 734 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

FormulaFolio Investments held 14 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2K as of Q2 2021.
FormulaFolio Investments bought 5 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $556.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #428 holding.
FormulaFolio Investments first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2016 and has held it in 6 quarters since.
FormulaFolio Investments's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $517K in Q4 2020.
734 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.