Israel Discount Bank of New York’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Israel Discount Bank of New York’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 Q2	–	Sell	-5	Closed	-$1K	–	164
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	421
2018 Q4	$1K	Sell	5 -95	-95%	-$9.93K	﹤0.01%	419
2018 Q3	$11K	Sell	100 -9,941	-99%	-$1.07M	0.01%	373
2018 Q2	$1.07M	Sell	10,041 -149	-1%	-$16.3K	0.71%	22
2018 Q1	$1.15M	Buy	10,190 +804	+9%	+$91.3K	0.77%	20
2017 Q4	$1.09M	Buy	9,386 +1,975	+27%	+$228K	0.76%	23
2017 Q3	$863K	Buy	7,411 +1,155	+18%	+$133K	0.65%	25
2017 Q2	$715K	Buy	6,256 +653	+12%	+$75K	0.57%	40
2017 Q1	$637K	Sell	5,603 -668	-11%	-$75.2K	0.52%	50
2016 Q4	$691K	Buy	+6,271	New	+$704K	0.62%	33

Other funds holding EMB

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Israel Discount Bank of New York's EMB Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2019, closing a stake of 5 shares — an estimated $1K sold.

Israel Discount Bank of New York first reported a position in EMB in Q4 2016 and held it in 10 quarters. The position peaked at $1.15M in Q1 2018. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

Israel Discount Bank of New York reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 5 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $1K.
Israel Discount Bank of New York first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.15M in Q1 2018.
568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.