Estate Counselors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-100,288
| Closed | -$9.09M | – | 93 |
|
2025
Q1 | $9.09M | Buy |
100,288
+11,435
| +13% | +$1.04M | 0.94% | 14 |
|
2024
Q4 | $7.91M | Buy |
88,853
+1,203
| +1% | +$107K | 0.85% | 18 |
|
2024
Q3 | $8.2M | Sell |
87,650
-1,085
| -1% | -$102K | 0.85% | 17 |
|
2024
Q2 | $7.85M | Buy |
88,735
+55,635
| +168% | +$4.92M | 0.86% | 14 |
|
2024
Q1 | $2.97M | Sell |
33,100
-5,380
| -14% | -$482K | 0.34% | 27 |
|
2023
Q4 | $3.4M | Buy |
38,480
+3,930
| +11% | +$347K | 0.42% | 43 |
|
2023
Q3 | $2.85M | Buy |
34,550
+18,260
| +112% | +$1.51M | 0.38% | 44 |
|
2023
Q2 | $1.41M | Buy |
16,290
+9,490
| +140% | +$821K | 0.18% | 72 |
|
2023
Q1 | $587K | Buy |
6,800
+265
| +4% | +$22.9K | 0.08% | 113 |
|
2022
Q4 | $553K | Buy |
6,535
+6,250
| +2,193% | +$529K | 0.08% | 122 |
|
2022
Q3 | $22K | Buy |
285
+25
| +10% | +$1.93K | ﹤0.01% | 157 |
|
2022
Q2 | $22K | Sell |
260
-55
| -17% | -$4.65K | ﹤0.01% | 157 |
|
2022
Q1 | $30K | Buy |
+315
| New | +$30K | ﹤0.01% | 156 |
|
2015
Q1 | – | Sell |
-18,500
| Closed | -$2.03M | – | 57 |
|
2014
Q4 | $2.03M | Buy |
+18,500
| New | +$2.03M | 0.72% | 32 |
|