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

Valmark 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
2021
Q3 		– Sell
-2,388
Closed -$269K – 402
2021
Q2 		$269K Sell
2,388
-104
-4% -$11.6K ﹤0.01% 343
2021
Q1 		$271K Buy
2,492
+321
+15% +$35.9K 0.01% 334
2020
Q4 		$252K Buy
+2,171
New +$246K 0.01% 316

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valmark Advisers's EMB Position: Q3 2021 in Review

Valmark Advisers sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2021, closing a stake of 2,388 shares — an estimated $269K sold.

Valmark Advisers first reported a position in EMB in Q4 2020 and held it in 3 quarters. The position peaked at $271K in Q1 2021. 737 funds tracked by Wall St. Rank hold EMB as of Q3 2021.

  • Valmark Advisers reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Valmark Advisers sold 2,388 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2021, an estimated $269K.
  • Valmark Advisers first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 3 quarters.
  • Valmark Advisers's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $271K in Q1 2021.
  • 737 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2021.

Based on Valmark Advisers's 13F filing for Q3 2021, filed 9 Nov 2021.