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Marino Stram & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Marino Stram & Associates’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
2019
Q2 		– Sell
-191
Closed -$21K – 224
2019
Q1 		$21K Sell
191
-218
-53% -$23.5K 0.02% 237
2018
Q4 		$22K Buy
409
+3
+0.7% +$314 0.02% 201
2018
Q3 		$44K Buy
406
+2
+0.5% +$215 0.04% 175
2018
Q2 		$43K Buy
404
+1
+0.2% +$109 0.04% 179
2018
Q1 		$45K Buy
403
+1
+0.2% +$114 0.04% 176
2017
Q4 		$47K Buy
+402
New +$46.5K 0.04% 176

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marino Stram & Associates's EMB Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2019, closing a stake of 191 shares — an estimated $21K sold.

Marino Stram & Associates first reported a position in EMB in Q4 2017 and held it in 6 quarters. The position peaked at $47K in Q4 2017. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

  • Marino Stram & Associates reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 191 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $21K.
  • Marino Stram & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $47K in Q4 2017.
  • 568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.