Merriman Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Merriman Wealth Management’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	-30,000	Closed	-$3.37M	–	204
2021 Q2	$3.37M	Buy	+30,000	New	+$3.34M	0.29%	56
2019 Q4	–	Sell	-5,400	Closed	-$612K	–	187
2019 Q3	$612K	Hold	5,400	–	–	0.12%	105
2019 Q2	$6.13K	Sell	5,400 -4,100	-43%	-$452K	0.12%	110
2019 Q1	$1.05M	Hold	9,500	–	–	0.2%	96
2018 Q4	$999K	Sell	9,500 -800	-8%	-$83.6K	0.22%	58
2018 Q3	$1.11M	Buy	+10,300	New	+$1.11M	0.24%	75
2017 Q2	–	Sell	-3,700	Closed	-$421K	–	122
2017 Q1	$421K	Buy	+3,700	New	+$417K	0.1%	105
2016 Q4	–	Sell	-11,874	Closed	-$1.39M	–	137
2016 Q3	$1.39M	Sell	11,874 -276	-2%	-$32.2K	0.29%	76
2016 Q2	$1.4M	Sell	12,150 -27,100	-69%	-$3.02M	0.39%	62
2016 Q1	$4.33M	Buy	39,250 +31,550	+410%	+$3.36M	4.03%	10
2015 Q4	$814K	Buy	+7,700	New	+$829K	1.19%	20
2015 Q2	–	Sell	-12,000	Closed	-$1.36M	–	30
2015 Q1	$1.36M	Buy	+12,000	New	+$1.33M	1.39%	25
2014 Q4	–	Sell	-18,000	Closed	-$2.04M	–	43
2014 Q3	$2.04M	Buy	18,000 +8,500	+89%	+$974K	2.65%	12
2014 Q2	$1.1M	Sell	9,500 -3,800	-29%	-$431K	1.11%	24
2014 Q1	$1.51M	Buy	+13,300	New	+$1.45M	1.56%	17
2013 Q4	–	Sell	-7,400	Closed	-$807K	–	90
2013 Q3	$807K	Buy	+7,400	New	+$803K	0.42%	38

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Merriman Wealth Management's EMB Position: Q3 2021 in Review

Merriman Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2021, closing a stake of 30,000 shares — an estimated $3.37M sold.

Merriman Wealth Management first reported a position in EMB in Q3 2013 and held it in 16 quarters. The position peaked at $4.33M in Q1 2016. 738 funds tracked by Wall St. Rank hold EMB as of Q3 2021.

Merriman Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2021 after selling out during the quarter.
Merriman Wealth Management sold 30,000 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2021, an estimated $3.37M.
Merriman Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2013 and held it in 16 quarters.
Merriman Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.33M in Q1 2016.
738 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2021.

Based on Merriman Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.