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Harborview Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Harborview Advisors’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
Q3 		$247K Buy
2,240
+127
+6% +$14.3K 0.14% 98
2021
Q2 		$238K Buy
+2,113
New +$235K 0.13% 95

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harborview Advisors's EMB Position: Q3 2021 in Review

Harborview Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6% in Q3 2021, buying an estimated $14.3K and bringing the position to 2,240 shares worth $247K. The position accounts for 0.14% of the portfolio, ranked #98.

Harborview Advisors first reported a position in EMB in Q2 2021 and has held it in 2 quarters since. 738 funds tracked by Wall St. Rank hold EMB as of Q3 2021.

  • Harborview Advisors held 2,240 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $247K as of Q3 2021.
  • Harborview Advisors bought 127 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2021, an estimated $14.3K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.14% of Harborview Advisors's portfolio in Q3 2021, its #98 holding.
  • Harborview Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2021 and has held it in 2 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.