Lehman & Derafelo Financial Resources’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-149	Closed	-$12K	–	122
2022 Q3	$12K	Sell	149 -261	-64%	-$22.3K	﹤0.01%	159
2022 Q2	$35K	Buy	+410	New	+$37.1K	0.01%	140
2021 Q4	–	Sell	-149	Closed	-$16K	–	123
2021 Q3	$16K	Hold	149	–	–	0.01%	162
2021 Q2	$17K	Hold	149	–	–	﹤0.01%	184
2021 Q1	$16K	Hold	149	–	–	﹤0.01%	184
2020 Q4	$17K	Hold	149	–	–	0.01%	179
2020 Q3	$17K	Hold	149	–	–	0.01%	211
2020 Q2	$16K	Hold	149	–	–	0.01%	202
2020 Q1	$14K	Hold	149	–	–	0.01%	150
2019 Q4	$17K	Hold	149	–	–	0.01%	159
2019 Q3	$17K	Sell	149 -3	-2%	-$341	0.01%	149
2019 Q2	$17K	Sell	152 -3	-2%	-$331	0.01%	143
2019 Q1	$17K	Hold	155	–	–	0.01%	144
2018 Q4	$16K	Buy	+155	New	+$16.2K	0.01%	135

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

COPPSERS

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Lehman & Derafelo Financial Resources's EMB Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2022, closing a stake of 149 shares — an estimated $12K sold.

Lehman & Derafelo Financial Resources first reported a position in EMB in Q4 2018 and held it in 14 quarters. The position peaked at $35K in Q2 2022. 729 funds tracked by Wall St. Rank hold EMB as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 149 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2022, an estimated $12K.
Lehman & Derafelo Financial Resources first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $35K in Q2 2022.
729 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.