Ropes Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Ropes Wealth 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	-364	Closed	-$42K	–	407
2020 Q4	$42K	Buy	+364	New	+$41.2K	0.01%	405
2018 Q3	–	Sell	-1,083	Closed	-$116K	–	543
2018 Q2	$116K	Buy	+1,083	New	+$118K	0.03%	270

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

AHSSHC

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

Ropes Wealth Advisors's EMB Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2021, closing a stake of 364 shares — an estimated $42K sold.

Ropes Wealth Advisors first reported a position in EMB in Q2 2018 and held it in 2 quarters. The position peaked at $116K in Q2 2018. 712 funds tracked by Wall St. Rank hold EMB as of Q1 2021.

Ropes Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 364 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2021, an estimated $42K.
Ropes Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and held it in 2 quarters.
Ropes Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $116K in Q2 2018.
712 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.