Rowland Carmichael Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Rowland Carmichael 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
2020 Q4	$45K	Sell	388 -57	-13%	-$6.45K	0.01%	318
2020 Q3	$49K	Buy	445 +221	+99%	+$24.8K	0.02%	294
2020 Q2	$24K	Sell	224 -1,835	-89%	-$190K	0.01%	303
2020 Q1	$199K	Sell	2,059 -2,742	-57%	-$302K	0.1%	234
2019 Q4	$550K	Buy	4,801 +620	+15%	+$70K	0.19%	134
2019 Q3	$474K	Sell	4,181 -2,100	-33%	-$239K	0.16%	148
2019 Q2	$712K	Sell	6,281 -3,516	-36%	-$388K	0.25%	114
2019 Q1	$1.08M	Buy	9,797 +9,536	+3,654%	+$1.03M	0.4%	50
2018 Q4	$27K	Hold	261	–	–	0.01%	267
2018 Q3	$28K	Hold	261	–	–	0.01%	315
2018 Q2	$28K	Hold	261	–	–	0.01%	318
2018 Q1	$29K	Hold	261	–	–	0.02%	282
2017 Q4	$30K	Hold	261	–	–	0.02%	293
2017 Q3	$30K	Hold	261	–	–	0.02%	269
2017 Q2	$30K	Sell	261 -40	-13%	-$4.59K	0.02%	263
2017 Q1	$34K	Sell	301 -725	-71%	-$81.6K	0.02%	256
2016 Q4	$113K	Sell	1,026 -5,032	-83%	-$565K	0.07%	242
2016 Q3	$710K	Buy	6,058 +17	+0.3%	+$1.98K	0.45%	78
2016 Q2	$696K	Buy	6,041 +2,359	+64%	+$263K	0.44%	83
2016 Q1	$406K	Buy	+3,682	New	+$392K	0.37%	92

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Rowland Carmichael Advisors's EMB Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 13% in Q4 2020, selling an estimated $6.45K and leaving 388 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #318.

Rowland Carmichael Advisors first reported a position in EMB in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.08M in Q1 2019. 714 funds tracked by Wall St. Rank hold EMB as of Q4 2020.

Rowland Carmichael Advisors held 388 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $45K as of Q4 2020.
Rowland Carmichael Advisors sold 57 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2020, an estimated $6.45K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #318 holding.
Rowland Carmichael Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.08M in Q1 2019.
714 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.