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

Personal Capital 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
2022 Q4	$202K	Buy	+2,388	New	+$197K	﹤0.01%	466
2022 Q2	–	Sell	-2,217	Closed	-$217K	–	452
2022 Q1	$217K	Sell	2,217 -6,800	-75%	-$689K	﹤0.01%	465
2021 Q4	$935K	Buy	9,017 +5,963	+195%	+$651K	﹤0.01%	270
2021 Q3	$336K	Buy	3,054 +549	+22%	+$61.7K	﹤0.01%	379
2021 Q2	$282K	Sell	2,505 -977	-28%	-$109K	﹤0.01%	404
2021 Q1	$379K	Sell	3,482 -731	-17%	-$81.7K	﹤0.01%	349
2020 Q4	$488K	Buy	4,213 +1,182	+39%	+$134K	﹤0.01%	303
2020 Q3	$336K	Buy	+3,031	New	+$340K	﹤0.01%	314
2020 Q1	–	Sell	-4,921	Closed	-$564K	–	358
2019 Q4	$564K	Buy	+4,921	New	+$556K	﹤0.01%	253

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Personal Capital Advisors's EMB Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2022: 2,388 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in EMB as recently as Q1 2022.

Personal Capital Advisors first reported a position in EMB in Q4 2019 and has held it in 9 quarters since. The position peaked at $935K in Q4 2021. 730 funds tracked by Wall St. Rank hold EMB as of Q4 2022.

Personal Capital Advisors held 2,388 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $202K as of Q4 2022.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Personal Capital Advisors position in Q4 2022.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #466 holding.
Personal Capital Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and has held it in 9 quarters since.
Personal Capital Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $935K in Q4 2021.
730 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.