Founders Capital Management (Texas)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Founders Capital Management (Texas)’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
2023 Q4	–	Sell	-91	Closed	-$7.51K	–	383
2023 Q3	$7.51K	Hold	91	–	–	0.01%	309
2023 Q2	$7.88K	Hold	91	–	–	0.01%	322
2023 Q1	$8K	Hold	91	–	–	0.01%	325
2022 Q4	$8K	Hold	91	–	–	0.01%	315
2022 Q3	$7K	Hold	91	–	–	0.01%	319
2022 Q2	$8K	Buy	+91	New	+$8.23K	0.01%	337

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Pharo Management New York $18.7M AUM

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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

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

Founders Capital Management (Texas)'s EMB Position: Q4 2023 in Review

Founders Capital Management (Texas) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2023, closing a stake of 91 shares — an estimated $7.51K sold.

Founders Capital Management (Texas) first reported a position in EMB in Q2 2022 and held it in 6 quarters. The position peaked at $8K in Q1 2023. 822 funds tracked by Wall St. Rank hold EMB as of Q4 2023.

Founders Capital Management (Texas) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 91 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2023, an estimated $7.51K.
Founders Capital Management (Texas) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2022 and held it in 6 quarters.
Founders Capital Management (Texas)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8K in Q1 2023.
822 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2023, filed 8 Jan 2024.