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

Lighthouse 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
2021
Q1 		$207K Buy
+1,906
New +$213K 0.06% 103
2020
Q1 		– Sell
-22
Closed -$2K – 122
2019
Q4 		$2K Buy
+22
New +$2.49K ﹤0.01% 243

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lighthouse Financial Advisors's EMB Position: Q1 2021 in Review

Lighthouse Financial Advisors opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2021: 1,906 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #103 among its holdings. This is a return to the name: Lighthouse Financial Advisors previously reported a position in EMB as recently as Q4 2019.

Lighthouse Financial Advisors first reported a position in EMB in Q4 2019 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold EMB as of Q1 2021.

  • Lighthouse Financial Advisors held 1,906 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $207K as of Q1 2021.
  • iShares JPMorgan USD Emerging Markets Bond ETF was a new Lighthouse Financial Advisors position in Q1 2021.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.06% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #103 holding.
  • Lighthouse Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.