KJWM
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Kiley Juergens Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q1 		– Sell
-35
Closed -$4K – 233
2017
Q4 		$4K Buy
+35
New +$4.05K ﹤0.01% 579

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Kiley Juergens Wealth Management's EMB Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2018, closing a stake of 35 shares — an estimated $4K sold.

Kiley Juergens Wealth Management first reported a position in EMB in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 511 funds tracked by Wall St. Rank hold EMB as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 35 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2018, an estimated $4K.
  • Kiley Juergens Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4K in Q4 2017.
  • 511 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.