Squar Milner Financial Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-45	Closed	-$4K	–	353
2020 Q1	$4K	Sell	45 -15	-25%	-$1.65K	﹤0.01%	612
2019 Q4	$6K	Buy	+60	New	+$6.78K	﹤0.01%	621
2019 Q3	–	Sell	-45	Closed	-$5K	–	355
2019 Q2	$5K	Sell	45 -104	-70%	-$11.5K	﹤0.01%	588
2019 Q1	$16K	Buy	149 +113	+314%	+$12.2K	0.01%	451
2018 Q4	$4K	Sell	36 -24	-40%	-$2.51K	﹤0.01%	592
2018 Q3	$6K	Hold	60	–	–	0.01%	571
2018 Q2	$6K	Buy	+60	New	+$6.55K	0.01%	663

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Squar Milner Financial Services's EMB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2020, closing a stake of 45 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in EMB in Q2 2018 and held it in 7 quarters. The position peaked at $16K in Q1 2019. 600 funds tracked by Wall St. Rank hold EMB as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 45 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2020, an estimated $4K.
Squar Milner Financial Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $16K in Q1 2019.
600 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.