Steve Schonfeld’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Steve Schonfeld’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	-33,587	Closed	-$3.14M	–	2110
2024 Q3	$3.14M	Sell	33,587 -228,748	-87%	-$20.8M	0.02%	708
2024 Q2	$23.2M	Buy	262,335 +236,531	+917%	+$21M	0.15%	138
2024 Q1	$2.31M	Buy	25,804 +17,599	+214%	+$1.55M	0.02%	940
2023 Q4	$731K	Buy	+8,205	New	+$691K	﹤0.01%	1151
2023 Q3	–	Sell	-154,835	Closed	-$13.4M	–	1898
2023 Q2	$13.4M	Buy	154,835 +48,111	+45%	+$4.11M	0.12%	275
2023 Q1	$9.21M	Buy	+106,724	New	+$9.2M	0.09%	303

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Steve Schonfeld's EMB Position: Q4 2024 in Review

Steve Schonfeld sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 33,587 shares — an estimated $3.14M sold.

Steve Schonfeld first reported a position in EMB in Q1 2023 and held it in 6 quarters. The position peaked at $23.2M in Q2 2024. 863 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

Steve Schonfeld reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
Steve Schonfeld sold 33,587 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $3.14M.
Steve Schonfeld first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 6 quarters.
Steve Schonfeld's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $23.2M in Q2 2024.
863 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.