JIC
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Joel Isaacson & Co’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Joel Isaacson & Co’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
2015
Q4 		– Sell
-11
Closed -$1K – 756
2015
Q3 		$1K Buy
+11
New +$1.19K ﹤0.01% 698

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Joel Isaacson & Co's EMB Position: Q4 2015 in Review

Joel Isaacson & Co sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2015, closing a stake of 11 shares — an estimated $1K sold.

Joel Isaacson & Co first reported a position in EMB in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 310 funds tracked by Wall St. Rank hold EMB as of Q4 2015.

  • Joel Isaacson & Co reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Joel Isaacson & Co sold 11 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2015, an estimated $1K.
  • Joel Isaacson & Co first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2015 and held it in 1 quarter.
  • Joel Isaacson & Co's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1K in Q3 2015.
  • 310 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2015.

Based on Joel Isaacson & Co's 13F filing for Q4 2015, filed 15 Jan 2016.