GC
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Grimes & Company’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Grimes & Company’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
2023
Q3 		– Sell
-21,946
Closed -$1.9M – 312
2023
Q2 		$1.9M Buy
+21,946
New +$1.87M 0.07% 121
2021
Q1 		– Sell
-31,069
Closed -$3.6M – 284
2020
Q4 		$3.6M Buy
31,069
+15,375
+98% +$1.74M 0.19% 92
2020
Q3 		$1.74M Buy
15,694
+2,085
+15% +$234K 0.11% 105
2020
Q2 		$1.49M Buy
13,609
+7,978
+142% +$826K 0.1% 105
2020
Q1 		$544K Buy
+5,631
New +$621K 0.05% 151
2019
Q4 		– Sell
-5,535
Closed -$627K – 271
2019
Q3 		$627K Buy
5,535
+3,275
+145% +$373K 0.04% 161
2019
Q2 		$256K Buy
+2,260
New +$249K 0.02% 215
2016
Q1 		– Sell
-389,108
Closed -$41.2M – 200
2015
Q4 		$41.2M Buy
+389,108
New +$41.9M 5.56% 3

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return