TI
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Truepoint Inc’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Truepoint Inc’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
-2,931
Closed -$274K – 133
2024
Q3 		$274K Buy
2,931
+541
+23% +$49.3K 0.01% 113
2024
Q2 		$211K Sell
2,390
-1,540
-39% -$137K 0.01% 114
2024
Q1 		$352K Buy
+3,930
New +$346K 0.01% 101
2016
Q3 		– Sell
-2,350
Closed -$271K – 78
2016
Q2 		$271K Hold
2,350
– – 0.03% 63
2016
Q1 		$259K Buy
2,350
+400
+21% +$42.6K 0.03% 65
2015
Q4 		$206K Buy
+1,950
New +$210K 0.03% 70

Other funds holding EMB

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.72T AUM 30.48% 1-Year Est. Return

Truepoint Inc's EMB Position: Q4 2024 in Review

Truepoint Inc sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2024, closing a stake of 2,931 shares — an estimated $274K sold.

Truepoint Inc first reported a position in EMB in Q4 2015 and held it in 6 quarters. The position peaked at $352K in Q1 2024. 862 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

  • Truepoint Inc reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Truepoint Inc sold 2,931 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $274K.
  • Truepoint Inc first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and held it in 6 quarters.
  • Truepoint Inc's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $352K in Q1 2024.
  • 862 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on Truepoint Inc's 13F filing for Q4 2024, filed 11 Feb 2025.