Hefty Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Hefty Wealth Partners’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
2017 Q1	–	Sell	-376	Closed	-$41K	–	250
2016 Q4	$41K	Sell	376 -3	-0.8%	-$337	0.03%	126
2016 Q3	$44K	Hold	379	–	–	0.03%	136
2016 Q2	$43K	Sell	379 -25	-6%	-$2.79K	0.04%	114
2016 Q1	$44K	Sell	404 -22	-5%	-$2.34K	0.04%	111
2015 Q4	$45K	Buy	+426	New	+$45.9K	0.04%	107

Other funds holding EMB

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hefty Wealth Partners's EMB Position: Q1 2017 in Review

Hefty Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2017, closing a stake of 376 shares — an estimated $41K sold.

Hefty Wealth Partners first reported a position in EMB in Q4 2015 and held it in 5 quarters. The position peaked at $45K in Q4 2015. 414 funds tracked by Wall St. Rank hold EMB as of Q1 2017.

Hefty Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2017 after selling out during the quarter.
Hefty Wealth Partners sold 376 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2017, an estimated $41K.
Hefty Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and held it in 5 quarters.
Hefty Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $45K in Q4 2015.
414 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.