Wealthstreet Investment Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Wealthstreet Investment 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
2022 Q1	–	Sell	-131	Closed	-$14K	–	72
2021 Q4	$14K	Hold	131	–	–	0.35%	48
2021 Q3	$14K	Hold	131	–	–	0.39%	47
2021 Q2	$15K	Sell	131 -1,798	-93%	-$200K	0.08%	71
2021 Q1	$210K	Hold	1,929	–	–	0.02%	344
2020 Q4	$223K	Hold	1,929	–	–	0.02%	331
2020 Q3	$214K	Buy	+1,929	New	+$217K	0.02%	315

Other funds holding EMB

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthstreet Investment Advisors's EMB Position: Q1 2022 in Review

Wealthstreet Investment Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2022, closing a stake of 131 shares — an estimated $14K sold.

Wealthstreet Investment Advisors first reported a position in EMB in Q3 2020 and held it in 6 quarters. The position peaked at $223K in Q4 2020. 737 funds tracked by Wall St. Rank hold EMB as of Q1 2022.

Wealthstreet Investment Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2022 after selling out during the quarter.
Wealthstreet Investment Advisors sold 131 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2022, an estimated $14K.
Wealthstreet Investment Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2020 and held it in 6 quarters.
Wealthstreet Investment Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $223K in Q4 2020.
737 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.