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

LVW 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
2023
Q2 		– Sell
-20,861
Closed -$1.8M – 213
2023
Q1 		$1.8M Buy
+20,861
New +$1.8M 0.35% 65
2015
Q2 		– Sell
-1,981
Closed -$222K – 149
2015
Q1 		$222K Sell
1,981
-1,430
-42% -$159K 0.11% 134
2014
Q4 		$374K Buy
+3,411
New +$384K 0.21% 96

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LVW Advisors's EMB Position: Q2 2023 in Review

LVW Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 20,861 shares — an estimated $1.8M sold.

LVW Advisors first reported a position in EMB in Q4 2014 and held it in 3 quarters. The position peaked at $1.8M in Q1 2023. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

  • LVW Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
  • LVW Advisors sold 20,861 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $1.8M.
  • LVW Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and held it in 3 quarters.
  • LVW Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.8M in Q1 2023.
  • 762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on LVW Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.