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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

TCI Wealth Advisors's EMB Position: Q3 2022 in Review

TCI Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2022, closing a stake of 6 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in EMB in Q2 2013 and held it in 12 quarters. The position peaked at $35K in Q3 2018. 667 funds tracked by Wall St. Rank hold EMB as of Q3 2022.

TCI Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 6 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2022, an estimated $1K.
TCI Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 12 quarters.
TCI Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $35K in Q3 2018.
667 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.