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

Lenox Wealth 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 Q1	$5K	Buy	+49	New	+$4.96K	﹤0.01%	559
2021 Q4	–	Sell	-13	Closed	-$1K	–	970
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	665
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	665
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	647
2020 Q4	$2K	Hold	13	–	–	﹤0.01%	570
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	546
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	551
2020 Q1	$1K	Sell	13 -368	-97%	-$40.6K	﹤0.01%	673
2019 Q4	$44K	Buy	381 +368	+2,831%	+$41.6K	0.01%	193
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	567
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	381
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	579
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	357
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	387
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	512
2018 Q1	$1K	Buy	+13	New	+$1.48K	﹤0.01%	503

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

Lenox Wealth Advisors's EMB Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2022: 49 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in EMB as recently as Q3 2021.

Lenox Wealth Advisors first reported a position in EMB in Q1 2018 and has held it in 16 quarters since. The position peaked at $44K in Q4 2019. 739 funds tracked by Wall St. Rank hold EMB as of Q1 2022.

Lenox Wealth Advisors held 49 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $5K as of Q1 2022.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Lenox Wealth Advisors position in Q1 2022.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #559 holding.
Lenox Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and has held it in 16 quarters since.
Lenox Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $44K in Q4 2019.
739 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.