RCG
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Ruggie Capital Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Ruggie Capital 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
2019
Q4 		– Sell
-4,460
Closed -$506K – 47
2019
Q3 		$506K Buy
+4,460
New +$507K 0.67% 41
2019
Q2 		– Sell
-4,568
Closed -$503K – 290
2019
Q1 		$503K Sell
4,568
-15,954
-78% -$1.72M 0.59% 41
2018
Q4 		$2.13M Buy
20,522
+17,259
+529% +$1.8M 0.95% 37
2018
Q3 		$352K Buy
3,263
+98
+3% +$10.5K 0.24% 77
2018
Q2 		$338K Buy
+3,165
New +$345K 0.17% 79
2015
Q4 		– Sell
-85
Closed -$9K – 54
2015
Q3 		$9K Buy
85
+18
+27% +$1.95K 0.01% 137
2015
Q2 		$7K Buy
+67
New +$7.5K 0.01% 193

Other funds holding EMB

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PM
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Betterment LLC
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
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AB
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return