WR Wealth Planners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

WR Wealth Planners’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	$28.8K	Sell	323 -333	-51%	-$30.4K	0.01%	400
2024 Q3	$61.4K	Buy	656 +112	+21%	+$10.2K	0.02%	312
2024 Q2	$48.1K	Sell	544 -62	-10%	-$5.5K	0.01%	336
2024 Q1	$54.3K	Buy	+606	New	+$53.4K	0.02%	319
2023 Q4	–	Sell	-675	Closed	-$55.7K	–	380
2023 Q3	$55.7K	Sell	675 -44	-6%	-$3.75K	0.02%	306
2023 Q2	$62.2K	Sell	719 -68	-9%	-$5.8K	0.02%	292
2023 Q1	$67.9K	Buy	787 +736	+1,443%	+$63.4K	0.03%	281
2022 Q4	$4.31K	Hold	51	–	–	﹤0.01%	344
2022 Q3	$4.05K	Hold	51	–	–	﹤0.01%	330
2022 Q2	$4.35K	Buy	51 +9	+21%	+$814	﹤0.01%	352
2022 Q1	$4.11K	Buy	+42	New	+$4.26K	﹤0.01%	372

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

WR Wealth Planners's EMB Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 51% in Q4 2024, selling an estimated $30.4K and leaving 323 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #400.

WR Wealth Planners first reported a position in EMB in Q1 2022 and has held it in 11 quarters since. The position peaked at $67.9K in Q1 2023. 863 funds tracked by Wall St. Rank hold EMB as of Q4 2024.

WR Wealth Planners held 323 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $28.8K as of Q4 2024.
WR Wealth Planners sold 333 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2024, an estimated $30.4K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #400 holding.
WR Wealth Planners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $67.9K in Q1 2023.
863 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.