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Sowa Financial Group’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

Sowa Financial Group’s Portfolio CEMB Stock Details CEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,776
Closed -$147K – 101
2020
Q4 		$147K Hold
2,776
– – 0.1% 72
2020
Q3 		$144K Hold
2,776
– – 0.1% 71
2020
Q2 		$141K Hold
2,776
– – 0.11% 71
2020
Q1 		$125K Hold
2,776
– – 0.11% 67
2019
Q4 		$144K Buy
+2,776
New +$143K 0.12% 69

Other funds holding CEMB

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sowa Financial Group's CEMB Position: Q1 2021 in Review

Sowa Financial Group sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q1 2021, closing a stake of 2,776 shares — an estimated $147K sold.

Sowa Financial Group first reported a position in CEMB in Q4 2019 and held it in 5 quarters. The position peaked at $147K in Q4 2020. 66 funds tracked by Wall St. Rank hold CEMB as of Q1 2021.

  • Sowa Financial Group reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 2,776 iShares JPMorgan EM Corporate Bond ETF shares in Q1 2021, an estimated $147K.
  • Sowa Financial Group first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's iShares JPMorgan EM Corporate Bond ETF position peaked at $147K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.