Parisi Gray Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Parisi Gray Wealth 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	-447	Closed	-$50K	–	260
2021 Q2	$50K	Buy	+447	New	+$49.7K	0.02%	299
2019 Q2	–	Sell	-444	Closed	-$49K	–	213
2019 Q1	$49K	Sell	444 -7	-2%	-$755	0.03%	221
2018 Q4	$47K	Hold	451	–	–	0.03%	211
2018 Q3	$49K	Hold	451	–	–	0.03%	229
2018 Q2	$49K	Hold	451	–	–	0.03%	235
2018 Q1	$51K	Hold	451	–	–	0.04%	212
2017 Q4	$52K	Buy	+451	New	+$52.2K	0.04%	214

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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

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

Parisi Gray Wealth Management's EMB Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2021, closing a stake of 447 shares — an estimated $50K sold.

Parisi Gray Wealth Management first reported a position in EMB in Q4 2017 and held it in 7 quarters. The position peaked at $52K in Q4 2017. 737 funds tracked by Wall St. Rank hold EMB as of Q3 2021.

Parisi Gray Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 447 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2021, an estimated $50K.
Parisi Gray Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $52K in Q4 2017.
737 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.