Fulcrum Equity Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Fulcrum Equity 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
2022 Q2	–	Sell	-4,859	Closed	-$475K	–	76
2022 Q1	$475K	Buy	+4,859	New	+$492K	0.28%	62
2021 Q4	–	Sell	-2,182	Closed	-$240K	–	183
2021 Q3	$240K	Sell	2,182 -13,716	-86%	-$1.54M	0.09%	156
2021 Q2	$1.79M	Buy	15,898 +12,200	+330%	+$1.36M	0.67%	48
2021 Q1	$403K	Sell	3,698 -8,475	-70%	-$947K	0.16%	118
2020 Q4	$1.41M	Buy	12,173 +1,266	+12%	+$143K	0.56%	54
2020 Q3	$1.21M	Buy	+10,907	New	+$1.22M	0.56%	46
2019 Q2	–	Sell	-3,250	Closed	-$358K	–	89
2019 Q1	$358K	Buy	3,250 +10	+0.3%	+$1.08K	0.12%	60
2018 Q4	$337K	Buy	+3,240	New	+$339K	0.12%	38

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Fulcrum Equity Management's EMB Position: Q2 2022 in Review

Fulcrum Equity Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2022, closing a stake of 4,859 shares — an estimated $475K sold.

Fulcrum Equity Management first reported a position in EMB in Q4 2018 and held it in 8 quarters. The position peaked at $1.79M in Q2 2021. 680 funds tracked by Wall St. Rank hold EMB as of Q2 2022.

Fulcrum Equity Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2022 after selling out during the quarter.
Fulcrum Equity Management sold 4,859 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2022, an estimated $475K.
Fulcrum Equity Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 8 quarters.
Fulcrum Equity Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.79M in Q2 2021.
680 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2022.

Based on Fulcrum Equity Management's 13F filing for Q2 2022, filed 18 Jul 2022.