Von Berge Wealth Management Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Von Berge Wealth Management Group’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 Q2	–	Sell	-2,486	Closed	-$223K	–	68
2024 Q1	$223K	Sell	2,486 -72	-3%	-$6.34K	0.14%	61
2023 Q4	$226K	Sell	2,558 -389	-13%	-$32.8K	0.17%	61
2023 Q3	$243K	Sell	2,947 -477	-14%	-$40.7K	0.21%	51
2023 Q2	$296K	Hold	3,424	–	–	0.25%	44
2023 Q1	$295K	Buy	3,424 +8	+0.2%	+$690	0.26%	44
2022 Q4	$303K	Buy	+3,416	New	+$282K	0.27%	42

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Von Berge Wealth Management Group's EMB Position: Q2 2024 in Review

Von Berge Wealth Management Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2024, closing a stake of 2,486 shares — an estimated $223K sold.

Von Berge Wealth Management Group first reported a position in EMB in Q4 2022 and held it in 6 quarters. The position peaked at $303K in Q4 2022. 810 funds tracked by Wall St. Rank hold EMB as of Q2 2024.

Von Berge Wealth Management Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2024 after selling out during the quarter.
Von Berge Wealth Management Group sold 2,486 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2024, an estimated $223K.
Von Berge Wealth Management Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022 and held it in 6 quarters.
Von Berge Wealth Management Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $303K in Q4 2022.
810 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q2 2024, filed 24 Jul 2024.