MFW
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Meristem Family Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Meristem Family Wealth’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
Q3 		– Sell
-8,000
Closed -$900K – 417
2021
Q2 		$900K Buy
+8,000
New +$890K 0.14% 100

Other funds holding EMB

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Betterment LLC
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Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Meristem Family Wealth's EMB Position: Q3 2021 in Review

Meristem Family Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2021, closing a stake of 8,000 shares — an estimated $900K sold.

Meristem Family Wealth first reported a position in EMB in Q2 2021 and held it in 1 quarter. The position peaked at $900K in Q2 2021. 738 funds tracked by Wall St. Rank hold EMB as of Q3 2021.

  • Meristem Family Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 8,000 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2021, an estimated $900K.
  • Meristem Family Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2021 and held it in 1 quarter.
  • Meristem Family Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $900K in Q2 2021.
  • 738 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2021.

Based on Meristem Family Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.