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Intelligence Driven Advisers’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Intelligence Driven Advisers’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
2019
Q3 		– Sell
-2,858
Closed -$324K – 93
2019
Q2 		$324K Sell
2,858
-2,965
-51% -$327K 0.15% 80
2019
Q1 		$641K Buy
5,823
+1,040
+22% +$112K 0.35% 39
2018
Q4 		$497K Buy
+4,783
New +$500K 0.31% 55

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Intelligence Driven Advisers's EMB Position: Q3 2019 in Review

Intelligence Driven Advisers sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2019, closing a stake of 2,858 shares — an estimated $324K sold.

Intelligence Driven Advisers first reported a position in EMB in Q4 2018 and held it in 3 quarters. The position peaked at $641K in Q1 2019. 576 funds tracked by Wall St. Rank hold EMB as of Q3 2019.

  • Intelligence Driven Advisers reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 2,858 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2019, an estimated $324K.
  • Intelligence Driven Advisers first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 3 quarters.
  • Intelligence Driven Advisers's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $641K in Q1 2019.
  • 576 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2019.

Based on Intelligence Driven Advisers's 13F filing for Q3 2019, filed 4 Sep 2020.