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

Lineweaver 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 Q2	–	Sell	-10,177	Closed	-$994K	–	134
2022 Q1	$994K	Sell	10,177 -265	-3%	-$26.9K	0.28%	61
2021 Q4	$1.14M	Sell	10,442 -1,279	-11%	-$140K	0.33%	51
2021 Q3	$1.29M	Sell	11,721 -425	-3%	-$47.7K	0.39%	45
2021 Q2	$1.37M	Sell	12,146 -501	-4%	-$55.8K	0.45%	38
2021 Q1	$1.38M	Sell	12,647 -7,417	-37%	-$829K	0.49%	36
2020 Q4	$2.33M	Sell	20,064 -75	-0.4%	-$8.49K	0.91%	25
2020 Q3	$2.23M	Sell	20,139 -58	-0.3%	-$6.51K	1%	23
2020 Q2	$2.21M	Sell	20,197 -15,867	-44%	-$1.64M	1.12%	22
2020 Q1	$3.49M	Buy	36,064 +2,275	+7%	+$251K	2.19%	17
2019 Q4	$3.87M	Buy	+33,789	New	+$3.82M	2.18%	14

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lineweaver Wealth Advisors's EMB Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 10,177 shares — an estimated $994K sold.

Lineweaver Wealth Advisors first reported a position in EMB in Q4 2019 and held it in 10 quarters. The position peaked at $3.87M in Q4 2019. 681 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

Lineweaver Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 10,177 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $994K.
Lineweaver Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 10 quarters.
Lineweaver Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.87M in Q4 2019.
681 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.