Legacy Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Legacy Advisors’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
2022 Q2	–	Sell	-2,070	Closed	-$202K	–	224
2022 Q1	$202K	Buy	2,070 +75	+4%	+$7.6K	0.04%	207
2021 Q4	$218K	Sell	1,995 -41	-2%	-$4.47K	0.08%	124
2021 Q3	$224K	Buy	2,036 +69	+4%	+$7.75K	0.09%	116
2021 Q2	$221K	Buy	+1,967	New	+$219K	0.09%	115
2019 Q2	–	Sell	-23	Closed	-$3K	–	379
2019 Q1	$3K	Buy	+23	New	+$2.48K	﹤0.01%	373
2018 Q1	–	Sell	-346	Closed	-$40K	–	399
2017 Q4	$40K	Buy	+346	New	+$40K	0.04%	139

Other funds holding EMB

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Advisors's EMB Position: Q2 2022 in Review

Legacy Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 2,070 shares — an estimated $202K sold.

Legacy Advisors first reported a position in EMB in Q4 2017 and held it in 6 quarters. The position peaked at $224K in Q3 2021. 680 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

Legacy Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
Legacy Advisors sold 2,070 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $202K.
Legacy Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 6 quarters.
Legacy Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $224K in Q3 2021.
680 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Legacy Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.