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Integrated Wealth Counsel’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$14K Hold
126
– – 0.03% 137
2016
Q3 		$15K Buy
+126
New +$14.7K 0.03% 125

Other funds holding EMB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Integrated Wealth Counsel's EMB Position: Q4 2016 in Review

Integrated Wealth Counsel held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q4 2016 at 126 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #137.

Integrated Wealth Counsel first reported a position in EMB in Q3 2016 and has held it in 2 quarters since. The position peaked at $15K in Q3 2016. 383 funds tracked by Wall St. Rank hold EMB as of Q4 2016.

  • Integrated Wealth Counsel held 126 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $14K as of Q4 2016.
  • Integrated Wealth Counsel left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q4 2016.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #137 holding.
  • Integrated Wealth Counsel first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2016 and has held it in 2 quarters since.
  • Integrated Wealth Counsel's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15K in Q3 2016.
  • 383 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.