Meridian Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-576	Closed	-$63K	–	441
2021 Q1	$63K	Buy	576 +57	+11%	+$6.37K	0.02%	140
2020 Q4	$60K	Sell	519 -438	-46%	-$49.6K	0.02%	128
2020 Q3	$106K	Sell	957 -301	-24%	-$33.8K	0.05%	87
2020 Q2	$137K	Sell	1,258 -170	-12%	-$17.6K	0.07%	75
2020 Q1	$138K	Sell	1,428 -162	-10%	-$17.9K	0.08%	68
2019 Q4	$182K	Buy	+1,590	New	+$180K	0.11%	64

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Meridian Wealth Partners's EMB Position: Q2 2021 in Review

Meridian Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021, closing a stake of 576 shares — an estimated $63K sold.

Meridian Wealth Partners first reported a position in EMB in Q4 2019 and held it in 6 quarters. The position peaked at $182K in Q4 2019. 736 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

Meridian Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 576 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $63K.
Meridian Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $182K in Q4 2019.
736 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.