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Kays Financial Advisory’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Kays Financial Advisory’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
Q1 		– Sell
-35,081
Closed -$3.65M – 123
2018
Q4 		$3.65M Buy
+35,081
New +$3.67M 0.83% 23

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return

Kays Financial Advisory's EMB Position: Q1 2019 in Review

Kays Financial Advisory sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2019, closing a stake of 35,081 shares — an estimated $3.65M sold.

Kays Financial Advisory first reported a position in EMB in Q4 2018 and held it in 1 quarter. The position peaked at $3.65M in Q4 2018. 589 funds tracked by Wall St. Rank hold EMB as of Q1 2019.

  • Kays Financial Advisory reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 35,081 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2019, an estimated $3.65M.
  • Kays Financial Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 1 quarter.
  • Kays Financial Advisory's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.65M in Q4 2018.
  • 589 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2019.

Based on Kays Financial Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.