KIG
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Kowal Investment Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-279
Closed -$31K – 360
2021
Q3 		$31K Buy
+279
New +$31.3K 0.01% 303

Other funds holding EMB

Wells Fargo
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kowal Investment Group's EMB Position: Q4 2021 in Review

Kowal Investment Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2021, closing a stake of 279 shares — an estimated $31K sold.

Kowal Investment Group first reported a position in EMB in Q3 2021 and held it in 1 quarter. The position peaked at $31K in Q3 2021. 787 funds tracked by Wall St. Rank hold EMB as of Q4 2021.

  • Kowal Investment Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 279 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2021, an estimated $31K.
  • Kowal Investment Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $31K in Q3 2021.
  • 787 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.