Sound Stewardship’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sound Stewardship’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	-37,116	Closed	-$3.31M	–	66
2023 Q4	$3.31M	Sell	37,116 -11,413	-24%	-$961K	2.19%	18
2023 Q3	$4M	Buy	48,529 +802	+2%	+$68.4K	2.69%	13
2023 Q2	$4.13M	Buy	47,727 +680	+1%	+$58K	2.72%	14
2023 Q1	$4.06M	Buy	47,047 +1,508	+3%	+$130K	2.73%	13
2022 Q4	$3.85M	Buy	+45,539	New	+$3.76M	2.85%	12

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

Sound Stewardship's EMB Position: Q1 2024 in Review

Sound Stewardship sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 37,116 shares — an estimated $3.31M sold.

Sound Stewardship first reported a position in EMB in Q4 2022 and held it in 5 quarters. The position peaked at $4.13M in Q2 2023. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

Sound Stewardship reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
Sound Stewardship sold 37,116 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $3.31M.
Sound Stewardship first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and held it in 5 quarters.
Sound Stewardship's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $4.13M in Q2 2023.
809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Sound Stewardship's 13F filing for Q1 2024, filed 8 May 2024.