Valley National Advisers’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Valley National Advisers’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
2019 Q4	–	Sell	-15	Closed	-$2K	–	765
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	674
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	639
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	640
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	636
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	585
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	557
2018 Q1	$2K	Hold	15	–	–	﹤0.01%	537
2017 Q4	$2K	Hold	15	–	–	﹤0.01%	548
2017 Q3	$2K	Hold	15	–	–	﹤0.01%	542
2017 Q2	$2K	Hold	15	–	–	﹤0.01%	526
2017 Q1	$2K	Hold	15	–	–	﹤0.01%	527
2016 Q4	$2K	Hold	15	–	–	﹤0.01%	559
2016 Q3	$2K	Hold	15	–	–	﹤0.01%	530
2016 Q2	$2K	Buy	+15	New	+$1.67K	﹤0.01%	525

Other funds holding EMB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pharo Management New York $18.7M AUM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Valley National Advisers's EMB Position: Q4 2019 in Review

Valley National Advisers sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2019, closing a stake of 15 shares — an estimated $2K sold.

Valley National Advisers first reported a position in EMB in Q2 2016 and held it in 14 quarters. The position peaked at $2K in Q3 2019. 656 funds tracked by Wall St. Rank hold EMB as of Q4 2019.

Valley National Advisers reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2019 after selling out during the quarter.
Valley National Advisers sold 15 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2019, an estimated $2K.
Valley National Advisers first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2016 and held it in 14 quarters.
Valley National Advisers's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2K in Q3 2019.
656 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2019.

Based on Valley National Advisers's 13F filing for Q4 2019, filed 13 Feb 2020.