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Criterion Capital Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Criterion Capital Advisors’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
Q4 		$31.3K Hold
354
– – 0.02% 175
2024
Q3 		$31.3K Hold
354
– – 0.02% 175
2024
Q2 		$31.3K Buy
354
+176
+99% +$15.6K 0.02% 176
2024
Q1 		$16K Hold
178
– – 0.01% 214
2023
Q4 		$15.9K Buy
+178
New +$15K 0.01% 227

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
Jones Financial Companies
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Criterion Capital Advisors's EMB Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q4 2024 at 354 shares worth $31.3K. The position accounts for 0.02% of the portfolio, ranked #175.

Criterion Capital Advisors first reported a position in EMB in Q4 2023 and has held it in 5 quarters since. 862 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

  • Criterion Capital Advisors held 354 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $31.3K as of Q4 2024.
  • Criterion Capital Advisors left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q4 2024.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #175 holding.
  • Criterion Capital Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • 862 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.