Syverson Strege & Co’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-1,485	Closed	-$128K	–	237
2023 Q1	$128K	Sell	1,485 -6	-0.4%	-$517	0.05%	77
2022 Q4	$126K	Buy	+1,491	New	+$123K	0.06%	80
2021 Q1	–	Sell	-327	Closed	-$38K	–	266
2020 Q4	$38K	Buy	+327	New	+$37K	0.04%	125

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

COPPSERS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Syverson Strege & Co's EMB Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2023, closing a stake of 1,485 shares — an estimated $128K sold.

Syverson Strege & Co first reported a position in EMB in Q4 2020 and held it in 3 quarters. The position peaked at $128K in Q1 2023. 762 funds tracked by Wall St. Rank hold EMB as of Q2 2023.

Syverson Strege & Co reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 1,485 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2023, an estimated $128K.
Syverson Strege & Co first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 3 quarters.
Syverson Strege & Co's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $128K in Q1 2023.
762 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.