Legacy Capital Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Legacy Capital Wealth Partners’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 Q1	–	Sell	-15,600	Closed	-$1.65M	–	54
2021 Q4	$1.65M	Buy	15,600 +1,272	+9%	+$139K	0.68%	22
2021 Q3	$3.15M	Buy	+14,328	New	+$1.61M	1.23%	23
2021 Q2	–	Sell	-19,847	Closed	-$2.16M	–	37
2021 Q1	$2.16M	Buy	19,847 +165	+0.8%	+$18.4K	0.89%	25
2020 Q4	$2.28M	Buy	+19,682	New	+$2.23M	0.98%	24

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Legacy Capital Wealth Partners's EMB Position: Q1 2022 in Review

Legacy Capital Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2022, closing a stake of 15,600 shares — an estimated $1.65M sold.

Legacy Capital Wealth Partners first reported a position in EMB in Q4 2020 and held it in 4 quarters. The position peaked at $3.15M in Q3 2021. 738 funds tracked by Wall St. Rank hold EMB as of Q1 2022.

Legacy Capital Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2022 after selling out during the quarter.
Legacy Capital Wealth Partners sold 15,600 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2022, an estimated $1.65M.
Legacy Capital Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 4 quarters.
Legacy Capital Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.15M in Q3 2021.
738 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2022.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.