Contravisory Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Contravisory Investment 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
2025 Q1	–	Sell	-17	Closed	-$1.51K	–	395
2024 Q4	$1.51K	Buy	+17	New	+$1.55K	﹤0.01%	363
2022 Q1	–	Sell	-363	Closed	-$40K	–	346
2021 Q4	$40K	Buy	+363	New	+$39.6K	0.01%	228
2019 Q2	–	Sell	-146	Closed	-$16K	–	287
2019 Q1	$16K	Buy	+146	New	+$15.7K	0.01%	252

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AHSSHC

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Contravisory Investment Management's EMB Position: Q1 2025 in Review

Contravisory Investment Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2025, closing a stake of 17 shares — an estimated $1.51K sold.

Contravisory Investment Management first reported a position in EMB in Q1 2019 and held it in 3 quarters. The position peaked at $40K in Q4 2021. 876 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

Contravisory Investment Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2025 after selling out during the quarter.
Contravisory Investment Management sold 17 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $1.51K.
Contravisory Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and held it in 3 quarters.
Contravisory Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $40K in Q4 2021.
876 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.