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

Financial Enhancement 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
-23,460
Closed -$1.86M – 173
2022
Q3 		$1.86M Sell
23,460
-26,709
-53% -$2.28M 0.43% 46
2022
Q2 		$4.28M Buy
50,169
+2,678
+6% +$242K 0.92% 29
2022
Q1 		$4.64M Sell
47,491
-1,471
-3% -$149K 0.86% 34
2021
Q4 		$5.34M Buy
48,962
+2,219
+5% +$242K 0.94% 31
2021
Q3 		$5.14M Buy
46,743
+3,468
+8% +$390K 0.97% 26
2021
Q2 		$4.87M Buy
43,275
+304
+0.7% +$33.8K 1% 27
2021
Q1 		$4.68M Sell
42,971
-712
-2% -$79.6K 0.95% 31
2020
Q4 		$5.06M Sell
43,683
-4,296
-9% -$486K 1.08% 30
2020
Q3 		$5.32M Sell
47,979
-4,959
-9% -$557K 1.23% 25
2020
Q2 		$5.78M Sell
52,938
-22,630
-30% -$2.34M 1.45% 26
2020
Q1 		$7.31M Sell
75,568
-3,049
-4% -$336K 2.17% 16
2019
Q4 		$9.01M Buy
78,617
+71,913
+1,073% +$8.12M 2.27% 13
2019
Q3 		$760K Sell
6,704
-44,280
-87% -$5.04M 0.21% 48
2019
Q2 		$5.78M Buy
50,984
+3,471
+7% +$383K 1.69% 19
2019
Q1 		$5.23M Buy
47,513
+2,771
+6% +$299K 1.59% 23
2018
Q4 		$4.82M Buy
44,742
+80
+0.2% +$8.37K 1.52% 25
2018
Q3 		$4.82M Buy
44,662
+2,716
+6% +$292K 1.51% 25
2018
Q2 		$4.48M Buy
41,946
+5,835
+16% +$637K 1.54% 23
2018
Q1 		$4.07M Buy
36,111
+21,018
+139% +$2.39M 1.44% 26
2017
Q4 		$1.75M Buy
+15,093
New +$1.75M 0.65% 34

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jane Street
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Citigroup
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

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

Financial Enhancement Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2022, closing a stake of 23,460 shares — an estimated $1.86M sold.

Financial Enhancement Group first reported a position in EMB in Q4 2017 and held it in 20 quarters. The position peaked at $9.01M in Q4 2019. 729 funds tracked by Wall St. Rank hold EMB as of Q4 2022.

  • Financial Enhancement Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 23,460 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2022, an estimated $1.86M.
  • Financial Enhancement Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and held it in 20 quarters.
  • Financial Enhancement Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $9.01M in Q4 2019.
  • 729 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2022.

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