Smart Portfolios LLC’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Smart Portfolios LLC’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	–	Sell	-2,200	Closed	-$244K	–	36
2020 Q3	$244K	Hold	2,200	–	–	0.28%	34
2020 Q2	$251K	Hold	2,200	–	–	0.28%	33
2020 Q1	$213K	Hold	2,200	–	–	0.31%	28
2019 Q4	$252K	Hold	2,200	–	–	0.23%	37
2019 Q3	$247K	Hold	2,200	–	–	0.22%	39
2019 Q2	$249K	Hold	2,200	–	–	0.23%	32
2019 Q1	$242K	Hold	2,200	–	–	0.2%	40
2018 Q4	$229K	Hold	2,200	–	–	0.18%	37
2018 Q3	$237K	Hold	2,200	–	–	0.15%	39
2018 Q2	$235K	Buy	+2,200	New	+$240K	0.15%	38
2015 Q3	–	Sell	-44,949	Closed	-$4.94M	–	21
2015 Q2	$4.94M	Buy	+44,949	New	+$5.03M	7.04%	6

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

Smart Portfolios LLC's EMB Position: Q4 2020 in Review

Smart Portfolios LLC sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2020, closing a stake of 2,200 shares — an estimated $244K sold.

Smart Portfolios LLC first reported a position in EMB in Q2 2015 and held it in 11 quarters. The position peaked at $4.94M in Q2 2015. 714 funds tracked by Wall St. Rank hold EMB as of Q4 2020.

Smart Portfolios LLC reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2020 after selling out during the quarter.
Smart Portfolios LLC sold 2,200 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2020, an estimated $244K.
Smart Portfolios LLC first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2015 and held it in 11 quarters.
Smart Portfolios LLC's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.94M in Q2 2015.
714 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2020.

Based on Smart Portfolios LLC's 13F filing for Q4 2020, filed 8 Mar 2021.