GWAG
EMB icon

Garrett Wealth Advisory Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Garrett Wealth Advisory Group’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
-53
Closed -$6.01K – 227
2019
Q3 		$6.01K Buy
+53
New +$6.03K ﹤0.01% 337

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 22.9% 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

Garrett Wealth Advisory Group's EMB Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2019, closing a stake of 53 shares — an estimated $6.01K sold.

Garrett Wealth Advisory Group first reported a position in EMB in Q3 2019 and held it in 1 quarter. The position peaked at $6.01K in Q3 2019. 656 funds tracked by Wall St. Rank hold EMB as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 53 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2019, an estimated $6.01K.
  • Garrett Wealth Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.01K in Q3 2019.
  • 656 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.