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

Sage 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
Q4 		– Sell
-15,941
Closed -$1.49M – 101
2024
Q3 		$1.49M Sell
15,941
-3,853
-19% -$351K 0.12% 48
2024
Q2 		$1.75M Buy
19,794
+4,878
+33% +$432K 0.15% 43
2024
Q1 		$1.34M Sell
14,916
-1,292
-8% -$114K 0.12% 46
2023
Q4 		$1.44M Sell
16,208
-233
-1% -$19.6K 0.14% 45
2023
Q3 		$1.36M Sell
16,441
-555
-3% -$47.3K 0.15% 42
2023
Q2 		$1.47M Sell
16,996
-2,709
-14% -$231K 0.16% 40
2023
Q1 		$1.7M Sell
19,705
-1,339
-6% -$115K 0.19% 39
2022
Q4 		$1.78M Buy
21,044
+1,279
+6% +$106K 0.22% 35
2022
Q3 		$1.57M Sell
19,765
-2,493
-11% -$213K 0.21% 34
2022
Q2 		$1.9M Sell
22,258
-29,153
-57% -$2.64M 0.25% 32
2022
Q1 		$5.03M Sell
51,411
-86,481
-63% -$8.76M 0.59% 23
2021
Q4 		$15M Buy
137,892
+60,887
+79% +$6.64M 1.6% 13
2021
Q3 		$8.47M Buy
77,005
+1,808
+2% +$203K 1.04% 16
2021
Q2 		$8.46M Sell
75,197
-2,179
-3% -$242K 1.04% 16
2021
Q1 		$8.43M Sell
77,376
-7,010
-8% -$784K 1.11% 16
2020
Q4 		$9.78M Buy
84,386
+359
+0.4% +$40.6K 1.34% 16
2020
Q3 		$9.32M Sell
84,027
-2,637
-3% -$296K 1.52% 13
2020
Q2 		$9.46M Sell
86,664
-31,908
-27% -$3.3M 1.71% 13
2020
Q1 		$11.5M Sell
118,572
-11,275
-9% -$1.24M 2.16% 7
2019
Q4 		$14.9M Buy
129,847
+4,299
+3% +$486K 2.04% 9
2019
Q3 		$14.2M Sell
125,548
-3,121
-2% -$355K 2.12% 7
2019
Q2 		$14.6M Sell
128,669
-14,275
-10% -$1.57M 2.16% 7
2019
Q1 		$15.7M Sell
142,944
-32,924
-19% -$3.55M 2.44% 7
2018
Q4 		$18.3M Buy
175,868
+102,532
+140% +$10.7M 3.05% 6
2018
Q3 		$7.91M Sell
73,336
-2,262
-3% -$243K 1.55% 12
2018
Q2 		$8.07M Buy
75,598
+1,553
+2% +$169K 1.73% 11
2018
Q1 		$8.35M Sell
74,045
-16,617
-18% -$1.89M 1.84% 11
2017
Q4 		$10.5M Buy
90,662
+305
+0.3% +$35.3K 2.04% 9
2017
Q3 		$10.5M Buy
90,357
+1,685
+2% +$195K 2.31% 7
2017
Q2 		$10.1M Sell
88,672
-364
-0.4% -$41.8K 2.33% 8
2017
Q1 		$10.1M Sell
89,036
-25,018
-22% -$2.82M 2.48% 7
2016
Q4 		$12.6M Buy
114,054
+3,030
+3% +$340K 3.22% 6
2016
Q3 		$13M Buy
111,024
+2,156
+2% +$251K 3.73% 5
2016
Q2 		$12.5M Buy
108,868
+3,864
+4% +$431K 3.97% 5
2016
Q1 		$11.6M Sell
105,004
-67,435
-39% -$7.19M 4.05% 5
2015
Q4 		$18.2M Buy
172,439
+53,947
+46% +$5.81M 5.95% 4
2015
Q3 		$12.6M Buy
118,492
+100,672
+565% +$10.9M 4.49% 4
2015
Q2 		$1.96M Buy
17,820
+4,385
+33% +$491K 0.92% 9
2015
Q1 		$1.51M Sell
13,435
-255,929
-95% -$28.4M 0.72% 11
2014
Q4 		$29.6M Buy
+269,364
New +$30.3M 11.09% 2

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sage Financial Group's EMB Position: Q4 2024 in Review

Sage Financial Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 15,941 shares — an estimated $1.49M sold.

Sage Financial Group first reported a position in EMB in Q4 2014 and held it in 40 quarters. The position peaked at $29.6M in Q4 2014. 864 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

  • Sage Financial Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Sage Financial Group sold 15,941 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $1.49M.
  • Sage Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and held it in 40 quarters.
  • Sage Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $29.6M in Q4 2014.
  • 864 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Sage Financial Group's 13F filing for Q4 2024, filed 23 Jan 2025.