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

Lenox Wealth Management’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
2020 Q2	$88K	Buy	811 +374	+86%	+$38.7K	0.03%	210
2020 Q1	$42K	Sell	437 -166	-28%	-$18.3K	0.01%	255
2019 Q4	$69K	Buy	603 +75	+14%	+$8.47K	0.02%	248
2019 Q3	$59K	Sell	528 -20,576	-97%	-$2.34M	0.02%	249
2019 Q2	$2.39M	Sell	21,104 -90	-0.4%	-$9.92K	0.71%	33
2019 Q1	$2.33M	Buy	21,194 +21,072	+17,272%	+$2.27M	0.73%	34
2018 Q4	$5K	Sell	122 -4,459	-97%	-$466K	﹤0.01%	464
2018 Q3	$159K	Buy	+4,581	New	+$492K	0.05%	160
2017 Q2	–	Sell	-16	Closed	-$2K	–	480
2017 Q1	$2K	Hold	16	–	–	﹤0.01%	213
2016 Q4	$2K	Hold	16	–	–	﹤0.01%	220
2016 Q3	$2K	Hold	16	–	–	﹤0.01%	205
2016 Q2	$2K	Hold	16	–	–	﹤0.01%	213
2016 Q1	$2K	Hold	16	–	–	﹤0.01%	221
2015 Q4	$2K	Buy	+16	New	+$1.72K	﹤0.01%	225

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Lenox Wealth Management's EMB Position: Q2 2020 in Review

Lenox Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 86% in Q2 2020, buying an estimated $38.7K and bringing the position to 811 shares worth $88K. The position accounts for 0.03% of the portfolio, ranked #210.

Lenox Wealth Management first reported a position in EMB in Q4 2015 and has held it in 14 quarters since. The position peaked at $2.39M in Q2 2019. 600 funds tracked by Wall St. Rank hold EMB as of Q2 2020.

Lenox Wealth Management held 811 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $88K as of Q2 2020.
Lenox Wealth Management bought 374 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2020, an estimated $38.7K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #210 holding.
Lenox Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and has held it in 14 quarters since.
Lenox Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.39M in Q2 2019.
600 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.