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LMCG Investments’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

LMCG Investments’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
Q4 		– Sell
-5,822
Closed -$462K – 305
2022
Q3 		$462K Hold
5,822
– – 0.03% 275
2022
Q2 		$497K Hold
5,822
– – 0.03% 267
2022
Q1 		$569K Buy
+5,822
New +$590K 0.03% 276

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

LMCG Investments's EMB Position: Q4 2022 in Review

LMCG Investments sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2022, closing a stake of 5,822 shares — an estimated $462K sold.

LMCG Investments first reported a position in EMB in Q1 2022 and held it in 3 quarters. The position peaked at $569K in Q1 2022. 729 funds tracked by Wall St. Rank hold EMB as of Q4 2022.

  • LMCG Investments reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2022 after selling out during the quarter.
  • LMCG Investments sold 5,822 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2022, an estimated $462K.
  • LMCG Investments first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and held it in 3 quarters.
  • LMCG Investments's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $569K in Q1 2022.
  • 729 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2022.

Based on LMCG Investments's 13F filing for Q4 2022, filed 7 Feb 2023.