Crumly & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Crumly & Associates’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 Q3	–	Sell	-16,573	Closed	-$1.47M	–	153
2024 Q2	$1.47M	Buy	16,573 +895	+6%	+$79.3K	0.42%	46
2024 Q1	$1.41M	Sell	15,678 -1,502	-9%	-$132K	0.37%	51
2023 Q4	$1.53M	Sell	17,180 -13,135	-43%	-$1.11M	0.45%	45
2023 Q3	$2.5M	Buy	30,315 +835	+3%	+$71.2K	0.98%	34
2023 Q2	$2.55M	Buy	29,480 +2,619	+10%	+$224K	1.02%	32
2023 Q1	$2.32M	Buy	+26,861	New	+$2.32M	1.01%	28

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

AHSSHC

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Crumly & Associates's EMB Position: Q3 2024 in Review

Crumly & Associates sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 16,573 shares — an estimated $1.47M sold.

Crumly & Associates first reported a position in EMB in Q1 2023 and held it in 6 quarters. The position peaked at $2.55M in Q2 2023. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Crumly & Associates reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
Crumly & Associates sold 16,573 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $1.47M.
Crumly & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 6 quarters.
Crumly & Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.55M in Q2 2023.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Crumly & Associates's 13F filing for Q3 2024, filed 1 Nov 2024.