Everhart Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Everhart Financial Group’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
2022 Q4	–	Sell	-3,364	Closed	-$267K	–	203
2022 Q3	$267K	Buy	3,364 +849	+34%	+$72.6K	0.15%	143
2022 Q2	$214K	Sell	2,515 -13	-0.5%	-$1.18K	0.13%	166
2022 Q1	$247K	Buy	2,528 +136	+6%	+$13.8K	0.14%	104
2021 Q4	$261K	Sell	2,392 -577	-19%	-$62.9K	0.16%	96
2021 Q3	$327K	Sell	2,969 -1,356	-31%	-$152K	0.22%	79
2021 Q2	$486K	Buy	4,325 +1,487	+52%	+$165K	0.33%	54
2021 Q1	$309K	Buy	2,838 +72	+3%	+$8.05K	0.27%	59
2020 Q4	$321K	Buy	+2,766	New	+$313K	0.3%	56

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

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Everhart Financial Group's EMB Position: Q4 2022 in Review

Everhart Financial Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2022, closing a stake of 3,364 shares — an estimated $267K sold.

Everhart Financial Group first reported a position in EMB in Q4 2020 and held it in 8 quarters. The position peaked at $486K in Q2 2021. 729 funds tracked by Wall St. Rank hold EMB as of Q4 2022.

Everhart Financial Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2022 after selling out during the quarter.
Everhart Financial Group sold 3,364 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2022, an estimated $267K.
Everhart Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 8 quarters.
Everhart Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $486K in Q2 2021.
729 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2022.

Based on Everhart Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.