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

HC Financial 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
2022 Q2	$32K	Hold	375	–	–	0.02%	151
2022 Q1	$37K	Hold	375	–	–	0.02%	153
2021 Q4	$41K	Sell	375 -796	-68%	-$86.8K	0.02%	151
2021 Q3	$129K	Sell	1,171 -138	-11%	-$15.5K	0.08%	93
2021 Q2	$147K	Hold	1,309	–	–	0.09%	91
2021 Q1	$143K	Hold	1,309	–	–	0.09%	86
2020 Q4	$152K	Buy	1,309 +138	+12%	+$15.6K	0.1%	86
2020 Q3	$130K	Hold	1,171	–	–	0.09%	82
2020 Q2	$128K	Hold	1,171	–	–	0.1%	74
2020 Q1	$113K	Buy	+1,171	New	+$129K	0.1%	77
2018 Q4	–	Sell	-1,999	Closed	-$216K	–	31
2018 Q3	$216K	Hold	1,999	–	–	0.19%	65
2018 Q2	$213K	Hold	1,999	–	–	0.21%	65
2018 Q1	$226K	Buy	+1,999	New	+$227K	0.22%	67

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

HC Financial Advisors's EMB Position: Q2 2022 in Review

HC Financial Advisors held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q2 2022 at 375 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #151.

HC Financial Advisors first reported a position in EMB in Q1 2018 and has held it in 13 quarters since. The position peaked at $226K in Q1 2018. 681 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

HC Financial Advisors held 375 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $32K as of Q2 2022.
HC Financial Advisors left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q2 2022.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #151 holding.
HC Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and has held it in 13 quarters since.
HC Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $226K in Q1 2018.
681 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.