TWP
EMB icon

TFO Wealth Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-46
Closed -$5K – 102
2020
Q3 		$5K Buy
+46
New +$5.17K ﹤0.01% 100
2020
Q1 		– Sell
-180
Closed -$20K – 139
2019
Q4 		$20K Buy
+180
New +$20.3K 0.02% 97

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

TFO Wealth Partners's EMB Position: Q4 2020 in Review

TFO Wealth Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2020, closing a stake of 46 shares — an estimated $5K sold.

TFO Wealth Partners first reported a position in EMB in Q4 2019 and held it in 2 quarters. The position peaked at $20K in Q4 2019. 714 funds tracked by Wall St. Rank hold EMB as of Q4 2020.

  • TFO Wealth Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 46 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2020, an estimated $5K.
  • TFO Wealth Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 2 quarters.
  • TFO Wealth Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $20K in Q4 2019.
  • 714 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2020.

Based on TFO Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.