Ferguson Shapiro’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Ferguson Shapiro’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	–	Sell	-5,862	Closed	-$549K	–	73
2024 Q3	$549K	Sell	5,862 -317	-5%	-$28.9K	0.2%	34
2024 Q2	$547K	Buy	+6,179	New	+$548K	0.21%	37
2021 Q1	–	Sell	-28,443	Closed	-$3.3M	–	26
2020 Q4	$3.3M	Buy	+28,443	New	+$3.22M	2.45%	18
2020 Q1	–	Sell	-13,444	Closed	-$1.54M	–	19
2019 Q4	$1.54M	Buy	+13,444	New	+$1.52M	1.16%	17

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ferguson Shapiro's EMB Position: Q4 2024 in Review

Ferguson Shapiro sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 5,862 shares — an estimated $549K sold.

Ferguson Shapiro first reported a position in EMB in Q4 2019 and held it in 4 quarters. The position peaked at $3.3M in Q4 2020. 865 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

Ferguson Shapiro reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
Ferguson Shapiro sold 5,862 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $549K.
Ferguson Shapiro first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 4 quarters.
Ferguson Shapiro's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.3M in Q4 2020.
865 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Ferguson Shapiro's 13F filing for Q4 2024, filed 23 Jan 2025.