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Smith & Howard Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Smith & Howard Wealth Management’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
2014
Q1 		– Sell
-98
Closed -$11K – 91
2013
Q4 		$11K Hold
98
– – 0.01% 200
2013
Q3 		$11K Hold
98
– – 0.01% 198
2013
Q2 		$11K Buy
+98
New +$11.5K 0.01% 174

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Smith & Howard Wealth Management's EMB Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2014, closing a stake of 98 shares — an estimated $11K sold.

Smith & Howard Wealth Management first reported a position in EMB in Q2 2013 and held it in 3 quarters. The position peaked at $11K in Q4 2013. 249 funds tracked by Wall St. Rank hold EMB as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 98 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2014, an estimated $11K.
  • Smith & Howard Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $11K in Q4 2013.
  • 249 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.