TWA
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TCI Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

TCI Wealth Advisors’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
2022
Q3 		– Sell
-6
Closed -$1K – 2327
2022
Q2 		$1K Hold
6
– – ﹤0.01% 2125
2022
Q1 		$1K Sell
6
-33
-85% -$3.34K ﹤0.01% 2093
2021
Q4 		$4K Sell
39
-211
-84% -$23K ﹤0.01% 1801
2021
Q3 		$28K Buy
250
+155
+163% +$17.4K ﹤0.01% 558
2021
Q2 		$11K Buy
+95
New +$10.6K ﹤0.01% 897
2020
Q4 		– Sell
-7
Closed -$1K – 1574
2020
Q3 		$1K Buy
+7
New +$786 ﹤0.01% 1307
2019
Q4 		– Sell
-221
Closed -$25K – 1570
2019
Q3 		$25K Buy
221
+200
+952% +$22.8K 0.01% 443
2019
Q2 		$2K Buy
+21
New +$2.31K ﹤0.01% 999
2019
Q1 		– Sell
-77
Closed -$8K – 1438
2018
Q4 		$8K Sell
77
-245
-76% -$25.6K ﹤0.01% 668
2018
Q3 		$35K Buy
+322
New +$34.6K 0.01% 395
2013
Q4 		– Sell
-50
Closed -$5K – 865
2013
Q3 		$5K Hold
50
– – ﹤0.01% 482
2013
Q2 		$5K Buy
+50
New +$5.84K ﹤0.01% 447

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return