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Hart & Patterson Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Hart & Patterson Financial 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
2024
Q4 		$289K Sell
3,245
-22
-0.7% -$2.01K 0.14% 61
2024
Q3 		$306K Sell
3,267
-601
-16% -$54.8K 0.14% 59
2024
Q2 		$342K Sell
3,868
-92
-2% -$8.16K 0.17% 53
2024
Q1 		$355K Sell
3,960
-55
-1% -$4.84K 0.18% 53
2023
Q4 		$358K Buy
+4,015
New +$338K 0.19% 49

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hart & Patterson Financial Group's EMB Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.67% in Q4 2024, selling an estimated $2.01K and leaving 3,245 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #61.

Hart & Patterson Financial Group first reported a position in EMB in Q4 2023 and has held it in 5 quarters since. The position peaked at $358K in Q4 2023. 863 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

  • Hart & Patterson Financial Group held 3,245 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $289K as of Q4 2024.
  • Hart & Patterson Financial Group sold 22 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $2.01K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.14% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #61 holding.
  • Hart & Patterson Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $358K in Q4 2023.
  • 863 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.