Simon Quick Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Simon Quick 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	-92	Closed	-$11K	–	450
2020 Q4	$11K	Buy	+92	New	+$10.4K	﹤0.01%	365
2019 Q3	–	Sell	-62	Closed	-$7.02K	–	410
2019 Q2	$7.02K	Buy	+62	New	+$6.83K	﹤0.01%	251
2017 Q4	–	Sell	-1,281	Closed	-$149K	–	478
2017 Q3	$149K	Buy	+1,281	New	+$148K	0.05%	154
2017 Q2	–	Sell	-1,311	Closed	-$149K	–	314
2017 Q1	$149K	Buy	+1,311	New	+$148K	0.09%	99

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

Simon Quick Advisors's EMB Position: Q1 2021 in Review

Simon Quick Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2021, closing a stake of 92 shares — an estimated $11K sold.

Simon Quick Advisors first reported a position in EMB in Q1 2017 and held it in 4 quarters. The position peaked at $149K in Q3 2017. 712 funds tracked by Wall St. Rank hold EMB as of Q1 2021.

Simon Quick Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2021 after selling out during the quarter.
Simon Quick Advisors sold 92 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2021, an estimated $11K.
Simon Quick Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2017 and held it in 4 quarters.
Simon Quick Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $149K in Q3 2017.
712 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2021.

Based on Simon Quick Advisors's 13F filing for Q1 2021, filed 6 May 2021.