Princeton Portfolio Strategies Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Princeton Portfolio Strategies Group’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 Q2	$882K	Buy	+7,839	New	+$872K	0.17%	99
2020 Q2	–	Sell	-16,645	Closed	-$1.61M	–	151
2020 Q1	$1.61M	Buy	+16,645	New	+$1.84M	0.47%	58
2019 Q4	–	Sell	-5,142	Closed	-$583K	–	146
2019 Q3	$583K	Buy	5,142 +193	+4%	+$22K	0.15%	104
2019 Q2	$561K	Sell	4,949 -57	-1%	-$6.28K	0.14%	111
2019 Q1	$551K	Sell	5,006 -3,919	-44%	-$423K	0.15%	112
2018 Q4	$927K	Buy	+8,925	New	+$933K	0.29%	84
2018 Q3	–	Sell	-2,060	Closed	-$220K	–	159
2018 Q2	$220K	Buy	+2,060	New	+$225K	0.06%	143
2017 Q3	–	Sell	-1,937	Closed	-$222K	–	176
2017 Q2	$222K	Buy	+1,937	New	+$222K	0.06%	152

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Princeton Portfolio Strategies Group's EMB Position: Q2 2021 in Review

Princeton Portfolio Strategies Group opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2021: 7,839 shares worth $882K. The stake represents 0.17% of the portfolio and ranks #99 among its holdings. This is a return to the name: Princeton Portfolio Strategies Group previously reported a position in EMB as recently as Q1 2020.

Princeton Portfolio Strategies Group first reported a position in EMB in Q2 2017 and has held it in 8 quarters since. The position peaked at $1.61M in Q1 2020. 734 funds tracked by Wall St. Rank hold EMB as of Q2 2021.

Princeton Portfolio Strategies Group held 7,839 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $882K as of Q2 2021.
iShares JPMorgan USD Emerging Markets Bond ETF was a new Princeton Portfolio Strategies Group position in Q2 2021.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.17% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #99 holding.
Princeton Portfolio Strategies Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2017 and has held it in 8 quarters since.
Princeton Portfolio Strategies Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.61M in Q1 2020.
734 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.