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

Transform Wealth’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
Q1 		– Sell
-18,818
Closed -$2.16M – 218
2019
Q4 		$2.16M Sell
18,818
-19,254
-51% -$2.18M 0.34% 90
2019
Q3 		$4.32M Sell
38,072
-99,600
-72% -$11.3M 0.77% 53
2019
Q2 		$15.6M Buy
+137,672
New +$15.2M 2.29% 5

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transform Wealth's EMB Position: Q1 2020 in Review

Transform Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2020, closing a stake of 18,818 shares — an estimated $2.16M sold.

Transform Wealth first reported a position in EMB in Q2 2019 and held it in 3 quarters. The position peaked at $15.6M in Q2 2019. 604 funds tracked by Wall St. Rank hold EMB as of Q1 2020.

  • Transform Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Transform Wealth sold 18,818 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2020, an estimated $2.16M.
  • Transform Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2019 and held it in 3 quarters.
  • Transform Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15.6M in Q2 2019.
  • 604 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2020.

Based on Transform Wealth's 13F filing for Q1 2020, filed 30 Apr 2020.