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Waterloo Capital’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Waterloo Capital’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
Q1 		– Sell
-2,973
Closed -$265K – 372
2023
Q4 		$265K Buy
+2,973
New +$250K 0.04% 316

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Waterloo Capital's EMB Position: Q1 2024 in Review

Waterloo Capital sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2024, closing a stake of 2,973 shares — an estimated $265K sold.

Waterloo Capital first reported a position in EMB in Q4 2023 and held it in 1 quarter. The position peaked at $265K in Q4 2023. 809 funds tracked by Wall St. Rank hold EMB as of Q1 2024.

  • Waterloo Capital reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Waterloo Capital sold 2,973 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2024, an estimated $265K.
  • Waterloo Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 1 quarter.
  • Waterloo Capital's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $265K in Q4 2023.
  • 809 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2024.

Based on Waterloo Capital's 13F filing for Q1 2024, filed 14 May 2024.