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

Legacy Financial Strategies’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
-16,014
Closed -$1.86M – 93
2017
Q4 		$1.86M Buy
+16,014
New +$1.85M 1.98% 13

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

Legacy Financial Strategies's EMB Position: Q1 2018 in Review

Legacy Financial Strategies sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2018, closing a stake of 16,014 shares — an estimated $1.86M sold.

Legacy Financial Strategies first reported a position in EMB in Q4 2017 and held it in 1 quarter. The position peaked at $1.86M in Q4 2017. 511 funds tracked by Wall St. Rank hold EMB as of Q1 2018.

  • Legacy Financial Strategies reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 16,014 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2018, an estimated $1.86M.
  • Legacy Financial Strategies first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Strategies's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.86M in Q4 2017.
  • 511 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2018.

Based on Legacy Financial Strategies's 13F filing for Q1 2018, filed 14 May 2018.