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

Wealthfront’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
2018
Q3 		$172M Buy
1,591,764
+147,394
+10% +$15.8M 1.66% 14
2018
Q2 		$154M Buy
1,444,370
+187,720
+15% +$20.5M 1.58% 15
2018
Q1 		$142M Buy
1,256,650
+166,703
+15% +$18.9M 1.44% 17
2017
Q4 		$127M Buy
1,089,947
+111,994
+11% +$13M 1.41% 17
2017
Q3 		$114M Buy
977,953
+110,470
+13% +$12.8M 1.47% 16
2017
Q2 		$99.2M Buy
867,483
+131,214
+18% +$15.1M 1.49% 16
2017
Q1 		$83.7M Buy
736,269
+122,494
+20% +$13.8M 1.49% 16
2016
Q4 		$67.7M Buy
613,775
+66,359
+12% +$7.45M 1.49% 16
2016
Q3 		$64.2M Buy
547,416
+72,152
+15% +$8.41M 1.52% 15
2016
Q2 		$54.7M Buy
475,264
+73,820
+18% +$8.23M 1.51% 15
2016
Q1 		$44.3M Buy
401,444
+51,409
+15% +$5.48M 1.4% 16
2015
Q4 		$37M Buy
350,035
+38,519
+12% +$4.15M 1.33% 15
2015
Q3 		$33.1M Buy
311,516
+39,311
+14% +$4.26M 1.33% 16
2015
Q2 		$29.9M Buy
272,205
+47,545
+21% +$5.32M 1.23% 15
2015
Q1 		$25.2M Buy
224,660
+45,795
+26% +$5.08M 1.21% 15
2014
Q4 		$19.6M Buy
178,865
+32,440
+22% +$3.65M 1.15% 16
2014
Q3 		$16.5M Buy
146,425
+36,399
+33% +$4.17M 1.14% 14
2014
Q2 		$12.6M Buy
110,026
+29,131
+36% +$3.31M 1.09% 11
2014
Q1 		$9.03M Buy
+80,895
New +$8.81M 1.13% 10

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront's EMB Position: Q3 2018 in Review

Wealthfront increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 10% in Q3 2018, buying an estimated $15.8M and bringing the position to 1,591,764 shares worth $172M. The position accounts for 1.66% of the portfolio, ranked #14.

Wealthfront first reported a position in EMB in Q1 2014 and has held it in 19 quarters since. 494 funds tracked by Wall St. Rank hold EMB as of Q3 2018.

  • Wealthfront held 1,591,764 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $172M as of Q3 2018.
  • Wealthfront bought 147,394 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2018, an estimated $15.8M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 1.66% of Wealthfront's portfolio in Q3 2018, its #14 holding.
  • Wealthfront first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2014 and has held it in 19 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.