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Mountain Capital Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Mountain Capital Investment Advisors’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
Q3 		– Sell
-42,546
Closed -$4.67M – 104
2020
Q2 		$4.67M Sell
42,546
-4,991
-10% -$516K 2.14% 9
2020
Q1 		$4.82M Buy
47,537
+19,130
+67% +$2.11M 2.49% 11
2019
Q4 		$3.26M Buy
+28,407
New +$3.21M 1.45% 15

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Mountain Capital Investment Advisors's EMB Position: Q3 2020 in Review

Mountain Capital Investment Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2020, closing a stake of 42,546 shares — an estimated $4.67M sold.

Mountain Capital Investment Advisors first reported a position in EMB in Q4 2019 and held it in 3 quarters. The position peaked at $4.82M in Q1 2020. 604 funds tracked by Wall St. Rank hold EMB as of Q3 2020.

  • Mountain Capital Investment Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 42,546 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2020, an estimated $4.67M.
  • Mountain Capital Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 3 quarters.
  • Mountain Capital Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.82M in Q1 2020.
  • 604 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2020.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.