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Personal Financial Consultants’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Personal Financial Consultants’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
2019
Q2 		$7.46M Buy
65,835
+1,457
+2% +$161K 5.6% 9
2019
Q1 		$7.08M Buy
64,378
+15,819
+33% +$1.71M 5.43% 9
2018
Q4 		$5.05M Sell
48,559
-10,622
-18% -$1.11M 4.26% 9
2018
Q3 		$6.38M Buy
+59,181
New +$6.36M 4.65% 9

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Personal Financial Consultants's EMB Position: Q2 2019 in Review

Personal Financial Consultants increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2.3% in Q2 2019, buying an estimated $161K and bringing the position to 65,835 shares worth $7.46M. The position accounts for 5.6% of the portfolio, ranked #9.

Personal Financial Consultants first reported a position in EMB in Q3 2018 and has held it in 4 quarters since. 568 funds tracked by Wall St. Rank hold EMB as of Q2 2019.

  • Personal Financial Consultants held 65,835 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $7.46M as of Q2 2019.
  • Personal Financial Consultants bought 1,457 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2019, an estimated $161K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 5.6% of Personal Financial Consultants's portfolio in Q2 2019, its #9 holding.
  • Personal Financial Consultants first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2018 and has held it in 4 quarters since.
  • 568 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.