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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

MKD Wealth Coaches's EMB Position: Q4 2020 in Review

MKD Wealth Coaches sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2020, closing a stake of 4,650 shares — an estimated $516K sold.

MKD Wealth Coaches first reported a position in EMB in Q4 2018 and held it in 8 quarters. The position peaked at $4.48M in Q4 2019. 714 funds tracked by Wall St. Rank hold EMB as of Q4 2020.

MKD Wealth Coaches reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2020 after selling out during the quarter.
MKD Wealth Coaches sold 4,650 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2020, an estimated $516K.
MKD Wealth Coaches first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 8 quarters.
MKD Wealth Coaches's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.48M in Q4 2019.
714 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2020.

Based on MKD Wealth Coaches's 13F filing for Q4 2020, filed 10 Feb 2021.