KFG Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

KFG Wealth 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
2024 Q4	–	Sell	-36,813	Closed	-$3.44M	–	185
2024 Q3	$3.44M	Sell	36,813 -15,375	-29%	-$1.4M	0.75%	31
2024 Q2	$4.62M	Sell	52,188 -2,603	-5%	-$231K	1.83%	16
2024 Q1	$4.91M	Sell	54,791 -4,513	-8%	-$397K	2.02%	11
2023 Q4	$5.28M	Sell	59,304 -22,513	-28%	-$1.9M	2.41%	9
2023 Q3	$6.75M	Sell	81,817 -11,796	-13%	-$1.01M	3.67%	7
2023 Q2	$8.1M	Sell	93,613 -29,196	-24%	-$2.49M	4.74%	5
2023 Q1	$10.6M	Sell	122,809 -14,026	-10%	-$1.21M	7.32%	3
2022 Q4	$11.6M	Buy	+136,835	New	+$11.3M	11.86%	1

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

AHSSHC

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

KFG Wealth Management's EMB Position: Q4 2024 in Review

KFG Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 36,813 shares — an estimated $3.44M sold.

KFG Wealth Management first reported a position in EMB in Q4 2022 and held it in 8 quarters. The position peaked at $11.6M in Q4 2022. 862 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

KFG Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
KFG Wealth Management sold 36,813 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $3.44M.
KFG Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and held it in 8 quarters.
KFG Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $11.6M in Q4 2022.
862 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on KFG Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.