Private Vista’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Private Vista’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
2020 Q2	–	Sell	-3,089	Closed	-$298K	–	129
2020 Q1	$298K	Sell	3,089 -1	-0%	-$110	0.11%	104
2019 Q4	$353K	Hold	3,090	–	–	0.1%	99
2019 Q3	$351K	Buy	3,090 +1,068	+53%	+$121K	0.09%	101
2019 Q2	$230K	Sell	2,022 -1,915	-49%	-$211K	0.06%	139
2019 Q1	$433K	Buy	3,937 +1,690	+75%	+$182K	0.11%	97
2018 Q4	$233K	Sell	2,247 -1,807	-45%	-$189K	0.05%	134
2018 Q3	$437K	Buy	4,054 +19	+0.5%	+$2.04K	0.09%	97
2018 Q2	$431K	Buy	+4,035	New	+$440K	0.1%	97

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Private Vista's EMB Position: Q2 2020 in Review

Private Vista sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2020, closing a stake of 3,089 shares — an estimated $298K sold.

Private Vista first reported a position in EMB in Q2 2018 and held it in 8 quarters. The position peaked at $437K in Q3 2018. 600 funds tracked by Wall St. Rank hold EMB as of Q2 2020.

Private Vista reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2020 after selling out during the quarter.
Private Vista sold 3,089 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2020, an estimated $298K.
Private Vista first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and held it in 8 quarters.
Private Vista's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $437K in Q3 2018.
600 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.