Fernwood Investment Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Fernwood Investment 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 Q2	–	Sell	-350	Closed	-$31.4K	–	337
2024 Q1	$31.4K	Buy	+350	New	+$30.8K	0.01%	394
2021 Q4	–	Sell	-2,761	Closed	-$304K	–	213
2021 Q3	$304K	Buy	2,761 +342	+14%	+$38.4K	0.1%	157
2021 Q2	$272K	Buy	+2,419	New	+$269K	0.09%	161
2021 Q1	–	Sell	-5,569	Closed	-$646K	–	195
2020 Q4	$646K	Buy	5,569 +999	+22%	+$113K	0.25%	103
2020 Q3	$507K	Buy	4,570 +1,712	+60%	+$192K	0.24%	102
2020 Q2	$312K	Buy	+2,858	New	+$296K	0.15%	128
2018 Q1	–	Sell	-3,292	Closed	-$382K	–	148
2017 Q4	$382K	Buy	3,292 +300	+10%	+$34.7K	0.2%	105
2017 Q3	$348K	Buy	+2,992	New	+$346K	0.22%	100
2017 Q2	–	Sell	-2,770	Closed	-$315K	–	141
2017 Q1	$315K	Buy	+2,770	New	+$312K	0.25%	95
2016 Q4	–	Sell	-2,215	Closed	-$260K	–	129
2016 Q3	$260K	Buy	+2,215	New	+$258K	0.24%	95
2016 Q1	–	Sell	-2,227	Closed	-$236K	–	126
2015 Q4	$236K	Buy	+2,227	New	+$240K	0.2%	105

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fernwood Investment Management's EMB Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 350 shares — an estimated $31.4K sold.

Fernwood Investment Management first reported a position in EMB in Q4 2015 and held it in 11 quarters. The position peaked at $646K in Q4 2020. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

Fernwood Investment Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 350 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $31.4K.
Fernwood Investment Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and held it in 11 quarters.
Fernwood Investment Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $646K in Q4 2020.
810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.