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Marshall Financial Group (Pennsylvania)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Marshall Financial Group (Pennsylvania)’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
Q1 		– Sell
-2,499
Closed -$223K – 57
2023
Q4 		$223K Sell
2,499
-391
-14% -$32.9K 0.08% 49
2023
Q3 		$238K Buy
2,890
+21
+0.7% +$1.79K 0.1% 43
2023
Q2 		$248K Buy
2,869
+21
+0.7% +$1.79K 0.1% 43
2023
Q1 		$246K Sell
2,848
-6
-0.2% -$517 0.1% 45
2022
Q4 		$241K Sell
2,854
-1,062
-27% -$87.8K 0.1% 46
2022
Q3 		$311K Sell
3,916
-273
-7% -$23.3K 0.15% 45
2022
Q2 		$357K Sell
4,189
-419
-9% -$37.9K 0.16% 43
2022
Q1 		$450K Buy
4,608
+507
+12% +$51.4K 0.18% 41
2021
Q4 		$447K Sell
4,101
-893
-18% -$97.4K 0.17% 43
2021
Q3 		$550K Buy
4,994
+663
+15% +$74.5K 0.23% 39
2021
Q2 		$487K Buy
4,331
+35
+0.8% +$3.9K 0.21% 38
2021
Q1 		$468K Sell
4,296
-175
-4% -$19.6K 0.21% 38
2020
Q4 		$518K Buy
4,471
+922
+26% +$104K 0.25% 36
2020
Q3 		$394K Buy
3,549
+232
+7% +$26.1K 0.23% 38
2020
Q2 		$362K Sell
3,317
-828
-20% -$85.7K 0.24% 38
2020
Q1 		$401K Sell
4,145
-7,543
-65% -$832K 0.32% 32
2019
Q4 		$1.34M Buy
11,688
+1,707
+17% +$193K 0.9% 23
2019
Q3 		$1.13M Buy
9,981
+2,282
+30% +$260K 0.86% 21
2019
Q2 		$872K Buy
7,699
+1,170
+18% +$129K 0.67% 23
2019
Q1 		$719K Buy
6,529
+252
+4% +$27.2K 0.59% 24
2018
Q4 		$652K Buy
+6,277
New +$656K 0.62% 24

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s EMB Position: Q1 2024 in Review

Marshall Financial Group (Pennsylvania) sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 2,499 shares — an estimated $223K sold.

Marshall Financial Group (Pennsylvania) first reported a position in EMB in Q4 2018 and held it in 21 quarters. The position peaked at $1.34M in Q4 2019. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

  • Marshall Financial Group (Pennsylvania) reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 2,499 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $223K.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 21 quarters.
  • Marshall Financial Group (Pennsylvania)'s iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.34M in Q4 2019.
  • 809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q1 2024, filed 9 May 2024.