Mendota Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Mendota 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 Q3	–	Sell	-27	Closed	-$2.39K	–	1192
2024 Q2	$2.39K	Hold	27	–	–	﹤0.01%	273
2024 Q1	$2.42K	Hold	27	–	–	﹤0.01%	279
2023 Q4	$2.4K	Hold	27	–	–	﹤0.01%	316
2023 Q3	$2.23K	Hold	27	–	–	﹤0.01%	246
2023 Q2	$2.34K	Buy	+27	New	+$2.31K	﹤0.01%	242

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

Mendota Financial Group's EMB Position: Q3 2024 in Review

Mendota Financial Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 27 shares — an estimated $2.39K sold.

Mendota Financial Group first reported a position in EMB in Q2 2023 and held it in 5 quarters. The position peaked at $2.42K in Q1 2024. 832 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

Mendota Financial Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
Mendota Financial Group sold 27 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $2.39K.
Mendota Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and held it in 5 quarters.
Mendota Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.42K in Q1 2024.
832 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Mendota Financial Group's 13F filing for Q3 2024, filed 10 Oct 2024.