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

Formidable 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
2021 Q4	–	Sell	-2,465	Closed	-$271K	–	330
2021 Q3	$271K	Sell	2,465 -300	-11%	-$33.7K	0.05%	277
2021 Q2	$311K	Sell	2,765 -100	-3%	-$11.1K	0.07%	230
2021 Q1	$312K	Hold	2,865	–	–	0.07%	211
2020 Q4	$332K	Buy	2,865 +20	+0.7%	+$2.27K	0.08%	198
2020 Q3	$315K	Buy	2,845 +375	+15%	+$42.1K	0.09%	173
2020 Q2	$270K	Hold	2,470	–	–	0.08%	191
2020 Q1	$239K	Buy	2,470 +245	+11%	+$27K	0.09%	159
2019 Q4	$255K	Buy	2,225 +11	+0.5%	+$1.24K	0.08%	177
2019 Q3	$251K	Buy	2,214 +50	+2%	+$5.69K	0.23%	73
2019 Q2	$245K	Buy	+2,164	New	+$239K	0.08%	172

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Formidable Asset Management's EMB Position: Q4 2021 in Review

Formidable Asset Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2021, closing a stake of 2,465 shares — an estimated $271K sold.

Formidable Asset Management first reported a position in EMB in Q2 2019 and held it in 10 quarters. The position peaked at $332K in Q4 2020. 787 funds tracked by Wall St. Rank hold EMB as of Q4 2021.

Formidable Asset Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2021 after selling out during the quarter.
Formidable Asset Management sold 2,465 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2021, an estimated $271K.
Formidable Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2019 and held it in 10 quarters.
Formidable Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $332K in Q4 2020.
787 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2021.

Based on Formidable Asset Management's 13F filing for Q4 2021, filed 7 Feb 2022.