Family Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Family Asset 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
2024 Q3	$130K	Sell	1,394 -61	-4%	-$5.56K	0.08%	117
2024 Q2	$129K	Sell	1,455 -565	-28%	-$50.1K	0.08%	118
2024 Q1	$181K	Sell	2,020 -5,579	-73%	-$491K	0.11%	107
2023 Q4	$677K	Sell	7,599 -9,008	-54%	-$759K	0.45%	55
2023 Q3	$1.37M	Buy	16,607 +7,004	+73%	+$597K	1.01%	23
2023 Q2	$831K	Buy	9,603 +4,326	+82%	+$369K	0.56%	41
2023 Q1	$455K	Sell	5,277 -9	-0.2%	-$776	0.33%	64
2022 Q4	$447K	Buy	+5,286	New	+$437K	0.37%	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

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

Family Asset Management's EMB Position: Q3 2024 in Review

Family Asset Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.2% in Q3 2024, selling an estimated $5.56K and leaving 1,394 shares worth $130K. The position accounts for 0.08% of the portfolio, ranked #117.

Family Asset Management first reported a position in EMB in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.37M in Q3 2023. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Family Asset Management held 1,394 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $130K as of Q3 2024.
Family Asset Management sold 61 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $5.56K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.08% of Family Asset Management's portfolio in Q3 2024, its #117 holding.
Family Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.37M in Q3 2023.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.