Allie Family Office’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Allie Family Office’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
2025 Q2	–	Sell	-18,250	Closed	-$115K	–	102
2025 Q1	$115K	Hold	18,250	–	–	0.06%	99
2024 Q4	$112K	Hold	18,250	–	–	0.06%	95
2024 Q3	$113K	Buy	18,250 +8,250	+83%	+$752K	0.06%	93
2024 Q2	$59.7K	Buy	+10,000	New	+$887K	0.04%	84
2023 Q4	–	Sell	-10,000	Closed	-$54.8K	–	74
2023 Q3	$54.8K	Hold	10,000	–	–	0.04%	66
2023 Q2	$55.3K	Buy	+10,000	New	+$854K	0.04%	75

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Allie Family Office's EMB Position: Q2 2025 in Review

Allie Family Office sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 18,250 shares — an estimated $115K sold.

Allie Family Office first reported a position in EMB in Q2 2023 and held it in 6 quarters. The position peaked at $115K in Q1 2025. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

Allie Family Office reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
Allie Family Office sold 18,250 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $115K.
Allie Family Office first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and held it in 6 quarters.
Allie Family Office's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $115K in Q1 2025.
843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Allie Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.