Money Design’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Money Design’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	-117,832	Closed	-$10.5M	–	76
2023 Q4	$10.5M	Buy	+117,832	New	+$9.92M	0.59%	36
2020 Q2	–	Sell	-12,189	Closed	-$1.18M	–	65
2020 Q1	$1.18M	Buy	+12,189	New	+$1.34M	0.21%	42
2019 Q4	–	Sell	-27,327	Closed	-$3.1M	–	59
2019 Q3	$3.1M	Sell	27,327 -41,388	-60%	-$4.71M	0.65%	30
2019 Q2	$7.79M	Buy	68,715 +2,375	+4%	+$262K	1.85%	21
2019 Q1	$7.3M	Sell	66,340 -51,438	-44%	-$5.55M	1.94%	23
2018 Q4	$12.2M	Buy	117,778 +22,776	+24%	+$2.38M	3.88%	12
2018 Q3	$10.2M	Buy	95,002 +17,886	+23%	+$1.92M	3.27%	15
2018 Q2	$8.23M	Buy	77,116 +20,517	+36%	+$2.24M	3%	15
2018 Q1	$6.38M	Buy	56,599 +50,641	+850%	+$5.75M	2.65%	15
2017 Q4	$692K	Buy	5,958 +98	+2%	+$11.3K	0.4%	23
2017 Q3	$682K	Buy	+5,860	New	+$677K	0.58%	25

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Money Design's EMB Position: Q1 2024 in Review

Money Design sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 117,832 shares — an estimated $10.5M sold.

Money Design first reported a position in EMB in Q3 2017 and held it in 11 quarters. The position peaked at $12.2M in Q4 2018. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Money Design reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Money Design sold 117,832 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $10.5M.
Money Design first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2017 and held it in 11 quarters.
Money Design's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $12.2M in Q4 2018.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Money Design's 13F filing for Q1 2024, filed 26 Apr 2024.