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

Powell 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
2021 Q1	–	Sell	-1,170	Closed	-$136K	–	125
2020 Q4	$136K	Sell	1,170 -704	-38%	-$79.7K	0.1%	94
2020 Q3	$208K	Hold	1,874	–	–	0.18%	86
2020 Q2	$205K	Hold	1,874	–	–	0.2%	86
2020 Q1	$181K	Sell	1,874 -212	-10%	-$23.4K	0.22%	89
2019 Q4	$239K	Buy	+2,086	New	+$236K	0.25%	87

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MERSOM

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

AHSSHC

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Powell Investment Advisors's EMB Position: Q1 2021 in Review

Powell Investment Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2021, closing a stake of 1,170 shares — an estimated $136K sold.

Powell Investment Advisors first reported a position in EMB in Q4 2019 and held it in 5 quarters. The position peaked at $239K in Q4 2019. 712 funds tracked by Wall St. Rank hold EMB as of Q1 2021.

Powell Investment Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2021 after selling out during the quarter.
Powell Investment Advisors sold 1,170 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2021, an estimated $136K.
Powell Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 5 quarters.
Powell Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $239K in Q4 2019.
712 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2021.

Based on Powell Investment Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.