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Summit Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Summit Financial Group’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
2018
Q2 		– Sell
-1,830
Closed -$206K – 126
2018
Q1 		$206K Hold
1,830
– – 0.16% 125
2017
Q4 		$212K Buy
+1,830
New +$212K 0.17% 116

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Summit Financial Group's EMB Position: Q2 2018 in Review

Summit Financial Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2018, closing a stake of 1,830 shares — an estimated $206K sold.

Summit Financial Group first reported a position in EMB in Q4 2017 and held it in 2 quarters. The position peaked at $212K in Q4 2017. 485 funds tracked by Wall St. Rank hold EMB as of Q2 2018.

  • Summit Financial Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Summit Financial Group sold 1,830 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2018, an estimated $206K.
  • Summit Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 2 quarters.
  • Summit Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $212K in Q4 2017.
  • 485 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2018.

Based on Summit Financial Group's 13F filing for Q2 2018, filed 3 Jul 2018.