Number of Shares
184,152.00
Current Holdings Value*
$19.66 Mil
% of Portfolio
18.37%
Total Estimate Gain
$-3.11 Mil
% of Total Estimate Gain
-15.51%

Mosaic Financial Partners, Inc.'s iShares J.P. Morgan USD Emerging Markets Bond ETF Holding Summary

As of 2018-06-30, Mosaic Financial Partners, Inc. held 184,152.00 shares of iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB), totaling $19.66 Mil. This investment constitutes 18.37% of their stock portfolio, and Mosaic Financial Partners, Inc. now holds 0.1% of the outstanding iShares J.P. Morgan USD Emerging Markets Bond ETF(EMB) stock.

The initial trade took place in 2014Q1. And since then Mosaic Financial Partners, Inc. has made 9 purchases of EMB, at an average price of $109.00, for a total of 184,152.00 shares. Based on historical transaction data and EMB's current price of $92.10, Mosaic Financial Partners, Inc.'s estimated gain on his EMB holdings is $-3.11 Mil, reflecting a -15.51% gain to date.

Mosaic Financial Partners, Inc. EMB ($92.10) Holding Chart

Mosaic Financial Partners, Inc. EMB ($92.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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