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Holistic Financial Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Holistic Financial 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
2018
Q2 		– Sell
-860
Closed -$97K – 135
2018
Q1 		$97K Sell
860
-376
-30% -$42.7K 0.08% 114
2017
Q4 		$143K Buy
+1,236
New +$143K 0.12% 93

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Holistic Financial Partners's EMB Position: Q2 2018 in Review

Holistic Financial Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2018, closing a stake of 860 shares — an estimated $97K sold.

Holistic Financial Partners first reported a position in EMB in Q4 2017 and held it in 2 quarters. The position peaked at $143K in Q4 2017. 485 funds tracked by Wall St. Rank hold EMB as of Q2 2018.

  • Holistic Financial Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 860 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2018, an estimated $97K.
  • Holistic Financial Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $143K in Q4 2017.
  • 485 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.