MWC
EMB icon

MKD Wealth Coaches’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

MKD Wealth Coaches’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
2020
Q4 		– Sell
-4,650
Closed -$516K – 28
2020
Q3 		$516K Sell
4,650
-29,947
-87% -$3.36M 0.74% 19
2020
Q2 		$3.78M Sell
34,597
-1,103
-3% -$114K 4.77% 8
2020
Q1 		$3.45M Sell
35,700
-3,373
-9% -$372K 4.63% 8
2019
Q4 		$4.48M Sell
39,073
-237
-0.6% -$26.8K 3.81% 10
2019
Q3 		$4.46M Buy
39,310
+515
+1% +$58.6K 4.63% 10
2019
Q2 		$4.39M Buy
38,795
+790
+2% +$87.1K 3.92% 9
2019
Q1 		$4.18M Sell
38,005
-765
-2% -$82.5K 4.23% 10
2018
Q4 		$4.03M Buy
+38,770
New +$4.05M 4.77% 8

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return