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Stonebrook Private’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Stonebrook Private’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
Q3 		– Sell
-6,337
Closed -$561K – 186
2024
Q2 		$561K Sell
6,337
-7,175
-53% -$636K 0.16% 108
2024
Q1 		$1.21M Sell
13,512
-3,313
-20% -$292K 0.35% 66
2023
Q4 		$1.5M Buy
+16,825
New +$1.42M 0.5% 47

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Stonebrook Private's EMB Position: Q3 2024 in Review

Stonebrook Private sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2024, closing a stake of 6,337 shares — an estimated $561K sold.

Stonebrook Private first reported a position in EMB in Q4 2023 and held it in 3 quarters. The position peaked at $1.5M in Q4 2023. 833 funds tracked by Wall St. Rank hold EMB as of Q3 2024.

  • Stonebrook Private reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Stonebrook Private sold 6,337 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2024, an estimated $561K.
  • Stonebrook Private first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 3 quarters.
  • Stonebrook Private's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.5M in Q4 2023.
  • 833 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2024.

Based on Stonebrook Private's 13F filing for Q3 2024, filed 12 Nov 2024.