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

Legacy Wealth Partners (California)’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 Q2	$2.7M	Buy	24,035 +22,197	+1,208%	+$2.47M	1.5%	14
2021 Q1	$200K	Sell	1,838 -10,942	-86%	-$1.22M	0.12%	82
2020 Q4	$1.48M	Buy	12,780 +10,399	+437%	+$1.18M	0.93%	23
2020 Q3	$264K	Sell	2,381 -19,009	-89%	-$2.13M	0.19%	77
2020 Q2	$2.34M	Buy	21,390 +17,164	+406%	+$1.78M	1.77%	17
2020 Q1	$409K	Sell	4,226 -29,702	-88%	-$3.27M	0.38%	56
2019 Q4	$3.92M	Buy	+33,928	New	+$3.83M	2.85%	12

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Legacy Wealth Partners (California)'s EMB Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1,208% in Q2 2021, buying an estimated $2.47M and bringing the position to 24,035 shares worth $2.7M. The position accounts for 1.5% of the portfolio, ranked #14.

Legacy Wealth Partners (California) first reported a position in EMB in Q4 2019 and has held it in 7 quarters since. The position peaked at $3.92M in Q4 2019. 734 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

Legacy Wealth Partners (California) held 24,035 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.7M as of Q2 2021.
Legacy Wealth Partners (California) bought 22,197 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $2.47M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.5% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #14 holding.
Legacy Wealth Partners (California) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.92M in Q4 2019.
734 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.