FirstPurpose Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

FirstPurpose Wealth’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 Q1	$465K	Sell	5,255 -308	-6%	-$27.1K	0.17%	106
2023 Q4	$495K	Buy	+5,563	New	+$469K	0.19%	92
2023 Q3	–	Sell	-5,752	Closed	-$498K	–	201
2023 Q2	$498K	Buy	+5,752	New	+$491K	0.21%	82
2023 Q1	–	Sell	-5,867	Closed	-$496K	–	193
2022 Q4	$496K	Buy	+5,867	New	+$485K	0.28%	68

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

COPPSERS

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

FirstPurpose Wealth's EMB Position: Q1 2024 in Review

FirstPurpose Wealth reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 5.5% in Q1 2024, selling an estimated $27.1K and leaving 5,255 shares worth $465K. The position accounts for 0.17% of the portfolio, ranked #106.

FirstPurpose Wealth first reported a position in EMB in Q4 2022 and has held it in 4 quarters since. The position peaked at $498K in Q2 2023. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

FirstPurpose Wealth held 5,255 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $465K as of Q1 2024.
FirstPurpose Wealth sold 308 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $27.1K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.17% of FirstPurpose Wealth's portfolio in Q1 2024, its #106 holding.
FirstPurpose Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and has held it in 4 quarters since.
FirstPurpose Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $498K in Q2 2023.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.