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Wealthspire Advisors (Maryland)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-3,955
Closed -$432K – 510
2020
Q2 		$432K Buy
3,955
+1,310
+50% +$136K 0.03% 284
2020
Q1 		$256K Buy
2,645
+1
+0% +$110 0.02% 335
2019
Q4 		$303K Sell
2,644
-124
-4% -$14K 0.02% 373
2019
Q3 		$314K Sell
2,768
-2,315
-46% -$263K 0.02% 339
2019
Q2 		$576K Buy
5,083
+2
+0% +$220 0.04% 234
2019
Q1 		$559K Buy
5,081
+1
+0% +$108 0.04% 236
2018
Q4 		$528K Buy
5,080
+2,412
+90% +$252K 0.05% 212
2018
Q3 		$288K Sell
2,668
-215
-7% -$23.1K 0.02% 375
2018
Q2 		$308K Sell
2,883
-3
-0.1% -$327 0.03% 356
2018
Q1 		$326K Sell
2,886
-601
-17% -$68.3K 0.03% 338
2017
Q4 		$405K Buy
3,487
+82
+2% +$9.48K 0.04% 302
2017
Q3 		$396K Buy
3,405
+2,435
+251% +$281K 0.04% 288
2017
Q2 		$111K Buy
970
+685
+240% +$78.7K 0.01% 658
2017
Q1 		$32K Sell
285
-7
-2% -$788 ﹤0.01% 932
2016
Q4 		$32K Sell
292
-77
-21% -$8.64K ﹤0.01% 887
2016
Q3 		$43K Buy
369
+357
+2,975% +$41.6K 0.01% 819
2016
Q2 		$1K Hold
12
– – ﹤0.01% 1599
2016
Q1 		$1K Hold
12
– – ﹤0.01% 1639
2015
Q4 		$1K Buy
+12
New +$1.29K ﹤0.01% 1611

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EMB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2020, closing a stake of 3,955 shares — an estimated $432K sold.

Wealthspire Advisors (Maryland) first reported a position in EMB in Q4 2015 and held it in 19 quarters. The position peaked at $576K in Q2 2019. 604 funds tracked by Wall St. Rank hold EMB as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,955 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2020, an estimated $432K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $576K in Q2 2019.
  • 604 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.