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Midwest Professional Planners Ltd (MPPL)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
-73,266
Closed -$4.98M – 118
2021
Q1 		$4.98M Buy
+73,266
New +$8.19M 4.91% 5
2020
Q4 		– Sell
-52,758
Closed -$3.36M – 113
2020
Q3 		$3.36M Buy
52,758
+17,347
+49% +$1.95M 2.36% 9
2020
Q2 		$2.15M Buy
35,411
+10,882
+44% +$1.13M 1.7% 16
2020
Q1 		$2.37M Buy
24,529
+385
+2% +$42.4K 2.34% 11
2019
Q4 		$2.77M Buy
24,144
+865
+4% +$97.7K 2.26% 12
2019
Q3 		$2.64M Sell
23,279
-208
-0.9% -$23.7K 2.36% 10
2019
Q2 		$2.66M Sell
23,487
-152
-0.6% -$16.8K 2.47% 11
2019
Q1 		$2.6M Sell
23,639
-1,150
-5% -$124K 2.51% 12
2018
Q4 		$2.58M Sell
24,789
-2,780
-10% -$291K 2.77% 10
2018
Q3 		$2.97M Buy
27,569
+554
+2% +$59.5K 2.73% 11
2018
Q2 		$2.88M Buy
27,015
+427
+2% +$46.6K 2.58% 10
2018
Q1 		$3M Buy
26,588
+622
+2% +$70.6K 2.7% 8
2017
Q4 		$3.02M Buy
+25,966
New +$3M 2.75% 9

Other funds holding EMB

Wells Fargo
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s EMB Position: Q2 2021 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021, closing a stake of 73,266 shares — an estimated $4.98M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in EMB in Q4 2017 and held it in 13 quarters. The position peaked at $4.98M in Q1 2021. 735 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 73,266 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2021, an estimated $4.98M.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 13 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.98M in Q1 2021.
  • 735 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2021, filed 10 Aug 2021.