Vontobel Swiss Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Vontobel Swiss 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
2021 Q1	–	Sell	-4,000	Closed	-$464K	–	72
2020 Q4	$464K	Hold	4,000	–	–	0.26%	43
2020 Q3	$444K	Sell	4,000 -1,000	-20%	-$112K	0.31%	42
2020 Q2	$546K	Sell	5,000 -50	-1%	-$5.17K	0.36%	48
2020 Q1	$488K	Buy	5,050 +50	+1%	+$5.51K	0.37%	53
2019 Q4	$573K	Hold	5,000	–	–	0.37%	59
2019 Q3	$567K	Hold	5,000	–	–	0.37%	63
2019 Q2	$566K	Buy	+5,000	New	+$551K	0.3%	71

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EMB Position: Q1 2021 in Review

Vontobel Swiss Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2021, closing a stake of 4,000 shares — an estimated $464K sold.

Vontobel Swiss Wealth Advisors first reported a position in EMB in Q2 2019 and held it in 7 quarters. The position peaked at $573K in Q4 2019. 712 funds tracked by Wall St. Rank hold EMB as of Q1 2021.

Vontobel Swiss Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2021 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 4,000 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2021, an estimated $464K.
Vontobel Swiss Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2019 and held it in 7 quarters.
Vontobel Swiss Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $573K in Q4 2019.
712 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2021, filed 4 May 2021.