Ken Fisher’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Ken Fisher’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 Q3	–	Sell	-2,340	Closed	-$207K	–	948
2024 Q2	$207K	Buy	+2,340	New	+$207K	﹤0.01%	951
2021 Q1	–	Sell	-1,757	Closed	-$204K	–	931
2020 Q4	$204K	Buy	+1,757	New	+$199K	﹤0.01%	867
2018 Q3	–	Sell	-3,681	Closed	-$393K	–	824
2018 Q2	$393K	Buy	+3,681	New	+$402K	﹤0.01%	665

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

AHSSHC

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Ken Fisher's EMB Position: Q3 2024 in Review

Ken Fisher sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 2,340 shares — an estimated $207K sold.

Ken Fisher first reported a position in EMB in Q2 2018 and held it in 3 quarters. The position peaked at $393K in Q2 2018. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Ken Fisher reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
Ken Fisher sold 2,340 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $207K.
Ken Fisher first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and held it in 3 quarters.
Ken Fisher's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $393K in Q2 2018.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.