Moseley Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Moseley Investment 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	-1,784	Closed	-$201K	–	176
2021 Q2	$201K	Buy	+1,784	New	+$199K	0.1%	174
2019 Q4	–	Sell	-5,665	Closed	-$642K	–	126
2019 Q3	$642K	Buy	5,665 +563	+11%	+$64K	0.67%	50
2019 Q2	$578K	Sell	5,102 -2,820	-36%	-$311K	0.54%	52
2019 Q1	$872K	Buy	+7,922	New	+$854K	0.91%	33

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Moseley Investment Management's EMB Position: Q3 2021 in Review

Moseley Investment Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2021, closing a stake of 1,784 shares — an estimated $201K sold.

Moseley Investment Management first reported a position in EMB in Q1 2019 and held it in 4 quarters. The position peaked at $872K in Q1 2019. 738 funds tracked by Wall St. Rank hold EMB as of Q3 2021.

Moseley Investment Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2021 after selling out during the quarter.
Moseley Investment Management sold 1,784 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2021, an estimated $201K.
Moseley Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and held it in 4 quarters.
Moseley Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $872K in Q1 2019.
738 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2021.

Based on Moseley Investment Management's 13F filing for Q3 2021, filed 27 Oct 2021.