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

Hoover 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
2021
Q2 		$5K Sell
44
-57
-56% -$6.34K ﹤0.01% 539
2021
Q1 		$11K Sell
101
-897
-90% -$100K ﹤0.01% 416
2020
Q4 		$113K Sell
998
-547
-35% -$61.9K 0.03% 160
2020
Q3 		$171K Buy
1,545
+1,501
+3,411% +$169K 0.06% 102
2020
Q2 		$5K Buy
+44
New +$4.55K ﹤0.01% 389

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $424B AUM 22.96% 1-Year Est. Return

Hoover Financial Advisors's EMB Position: Q2 2021 in Review

Hoover Financial Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 56% in Q2 2021, selling an estimated $6.34K and leaving 44 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Hoover Financial Advisors first reported a position in EMB in Q2 2020 and has held it in 5 quarters since. The position peaked at $171K in Q3 2020. 735 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

  • Hoover Financial Advisors held 44 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $5K as of Q2 2021.
  • Hoover Financial Advisors sold 57 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $6.34K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #539 holding.
  • Hoover Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2020 and has held it in 5 quarters since.
  • Hoover Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $171K in Q3 2020.
  • 735 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.