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Bluefin Capital Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bluefin Capital Management’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
2024
Q1 		– Sell
-15,100
Closed -$76 – 189
2023
Q4 		$76 Buy
+15,100
New +$1.27M ﹤0.01% 250
2020
Q3 		– Sell
-70,000
Closed -$9K – 504
2020
Q2 		$9K Buy
+70,000
New +$7.24M ﹤0.01% 353

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Bluefin Capital Management's EMB Position: Q3 2021 in Review

Bluefin Capital Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2021, closing a stake of 14,473 shares — an estimated $1.63M sold.

Bluefin Capital Management first reported a position in EMB in Q2 2013 and held it in 15 quarters. The position peaked at $23M in Q3 2013. 737 funds tracked by Wall St. Rank hold EMB as of Q3 2021.

  • Bluefin Capital Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Bluefin Capital Management sold 14,473 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2021, an estimated $1.63M.
  • Bluefin Capital Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2013 and held it in 15 quarters.
  • Bluefin Capital Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $23M in Q3 2013.
  • 737 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2021.

Based on Bluefin Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.