Winslow Evans & Crocker’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Winslow Evans & Crocker’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 Q4	$13K	Buy	110 +25	+29%	+$2.83K	﹤0.01%	891
2020 Q3	$9K	Hold	85	–	–	﹤0.01%	773
2020 Q2	$9K	Sell	85 -1	-1%	-$103	﹤0.01%	756
2020 Q1	$10K	Hold	86	–	–	﹤0.01%	694
2019 Q4	$10K	Hold	86	–	–	﹤0.01%	817
2019 Q3	$10K	Sell	86 -594	-87%	-$67.6K	﹤0.01%	802
2019 Q2	$78K	Buy	+680	New	+$75K	0.02%	442
2017 Q3	–	Sell	-165	Closed	-$18.9K	–	1144
2017 Q2	$18.9K	Sell	165 -1	-0.6%	-$115	0.01%	757
2017 Q1	$18.8K	Buy	166 +60	+57%	+$6.76K	0.01%	745
2016 Q4	$11.6K	Sell	106 -44	-29%	-$4.94K	﹤0.01%	845
2016 Q3	$17.6K	Buy	+150	New	+$17.5K	0.01%	764
2016 Q1	–	Sell	-40	Closed	-$4.13K	–	1304
2015 Q4	$4.13K	Buy	+40	New	+$4.31K	﹤0.01%	1099

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

BlackRock New York $6.73T AUM 46.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Winslow Evans & Crocker's EMB Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 29% in Q4 2020, buying an estimated $2.83K and bringing the position to 110 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Winslow Evans & Crocker first reported a position in EMB in Q4 2015 and has held it in 12 quarters since. The position peaked at $78K in Q2 2019. 714 funds tracked by Wall St. Rank hold EMB as of Q4 2020.

Winslow Evans & Crocker held 110 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $13K as of Q4 2020.
Winslow Evans & Crocker bought 25 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2020, an estimated $2.83K.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #891 holding.
Winslow Evans & Crocker first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and has held it in 12 quarters since.
Winslow Evans & Crocker's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $78K in Q2 2019.
714 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.