LFA
EMB icon

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

Legacy Financial 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
2018
Q4 		– Sell
-1,463
Closed -$157K – 1000
2018
Q3 		$157K Hold
1,463
– – 0.06% 122
2018
Q2 		$160K Buy
+1,463
New +$160K 0.06% 119

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Legacy Financial Advisors's EMB Position: Q4 2018 in Review

Legacy Financial Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2018, closing a stake of 1,463 shares — an estimated $157K sold.

Legacy Financial Advisors first reported a position in EMB in Q2 2018 and held it in 2 quarters. The position peaked at $160K in Q2 2018. 546 funds tracked by Wall St. Rank hold EMB as of Q4 2018.

  • Legacy Financial Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,463 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2018, an estimated $157K.
  • Legacy Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $160K in Q2 2018.
  • 546 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.