Mirsky Financial Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Mirsky Financial 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 Q4	$2.62M	Buy	24,014 +411	+2%	+$44.8K	1.08%	24
2021 Q3	$2.6M	Buy	23,603 +305	+1%	+$34.3K	1.16%	24
2021 Q2	$2.62M	Buy	23,298 +4,723	+25%	+$526K	1.16%	24
2021 Q1	$2.02M	Buy	18,575 +2,977	+19%	+$333K	0.94%	26
2020 Q4	$1.81M	Sell	15,598 -509	-3%	-$57.6K	0.93%	26
2020 Q3	$1.79M	Buy	16,107 +532	+3%	+$59.7K	1.01%	25
2020 Q2	$1.7M	Sell	15,575 -7,340	-32%	-$760K	1.02%	25
2020 Q1	$2.21M	Buy	22,915 +17,414	+317%	+$1.92M	1.56%	19
2019 Q4	$630K	Buy	+5,501	New	+$622K	0.41%	28

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

AHSSHC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirsky Financial Management's EMB Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.7% in Q4 2021, buying an estimated $44.8K and bringing the position to 24,014 shares worth $2.62M. The position accounts for 1.08% of the portfolio, ranked #24.

Mirsky Financial Management first reported a position in EMB in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.62M in Q2 2021. 787 funds tracked by Wall St. Rank hold EMB as of Q4 2021.

Mirsky Financial Management held 24,014 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.62M as of Q4 2021.
Mirsky Financial Management bought 411 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2021, an estimated $44.8K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 1.08% of Mirsky Financial Management's portfolio in Q4 2021, its #24 holding.
Mirsky Financial Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 9 quarters since.
Mirsky Financial Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.62M in Q2 2021.
787 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.