Oarsman Capital’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Oarsman Capital’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
2025 Q1	–	Sell	-11	Closed	-$979	–	422
2024 Q4	$979	Sell	11 -280	-96%	-$25.6K	﹤0.01%	874
2024 Q3	$27.2K	Buy	+291	New	+$26.5K	0.01%	551
2024 Q1	–	Sell	-11,721	Closed	-$1.04M	–	243
2023 Q4	$1.04M	Buy	+11,721	New	+$987K	0.28%	84

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

COPPSERS

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

Oarsman Capital's EMB Position: Q1 2025 in Review

Oarsman Capital sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2025, closing a stake of 11 shares — an estimated $979 sold.

Oarsman Capital first reported a position in EMB in Q4 2023 and held it in 3 quarters. The position peaked at $1.04M in Q4 2023. 876 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

Oarsman Capital reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 11 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $979.
Oarsman Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 3 quarters.
Oarsman Capital's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.04M in Q4 2023.
876 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.