Border to Coast Pensions Partnership’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Border to Coast Pensions Partnership’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	-446,000	Closed	-$39.7M	–	81
2023 Q4	$39.7M	Sell	446,000 -462,000	-51%	-$38.9M	0.97%	41
2023 Q3	$75M	Buy	908,000 +585,000	+181%	+$49.9M	2%	9
2023 Q2	$27.9M	Hold	323,000	–	–	0.7%	54
2023 Q1	$27.9M	Sell	323,000 -80,000	-20%	-$6.9M	0.75%	55
2022 Q4	$34.1M	Buy	+403,000	New	+$33.3M	1.09%	33
2022 Q3	–	Sell	-45,000	Closed	-$3.85M	–	92
2022 Q2	$3.85M	Sell	45,000 -105,000	-70%	-$9.49M	0.12%	92
2022 Q1	$14.6M	Hold	150,000	–	–	0.42%	80
2021 Q4	$16.3M	Buy	+150,000	New	+$16.4M	0.55%	65

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Border to Coast Pensions Partnership's EMB Position: Q1 2024 in Review

Border to Coast Pensions Partnership sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 446,000 shares — an estimated $39.7M sold.

Border to Coast Pensions Partnership first reported a position in EMB in Q4 2021 and held it in 8 quarters. The position peaked at $75M in Q3 2023. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Border to Coast Pensions Partnership reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Border to Coast Pensions Partnership sold 446,000 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $39.7M.
Border to Coast Pensions Partnership first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and held it in 8 quarters.
Border to Coast Pensions Partnership's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $75M in Q3 2023.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Border to Coast Pensions Partnership's 13F filing for Q1 2024, filed 24 Apr 2024.