Whitegate Investment Counselors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Whitegate Investment Counselors’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 Q4	–	Sell	-13,065	Closed	-$1.44M	–	109
2021 Q3	$1.44M	Buy	13,065 +1,795	+16%	+$202K	0.2%	96
2021 Q2	$1.27M	Buy	11,270 +1,450	+15%	+$161K	0.18%	101
2021 Q1	$1.07M	Buy	9,820 +5,155	+111%	+$576K	0.16%	108
2020 Q4	$541K	Buy	+4,665	New	+$528K	0.09%	143

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

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

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

AHSSHC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whitegate Investment Counselors's EMB Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2021, closing a stake of 13,065 shares — an estimated $1.44M sold.

Whitegate Investment Counselors first reported a position in EMB in Q4 2020 and held it in 4 quarters. The position peaked at $1.44M in Q3 2021. 787 funds tracked by Wall St. Rank hold EMB as of Q4 2021.

Whitegate Investment Counselors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 13,065 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2021, an estimated $1.44M.
Whitegate Investment Counselors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 4 quarters.
Whitegate Investment Counselors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.44M in Q3 2021.
787 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.