AllSquare Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

AllSquare Wealth Management’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 Q3	$10.3K	Hold	108	–	–	0.01%	381
2025 Q2	$10K	Hold	108	–	–	0.01%	380
2025 Q1	$9.78K	Hold	108	–	–	0.01%	379
2024 Q4	$9.62K	Hold	108	–	–	0.01%	382
2024 Q3	$10.1K	Hold	108	–	–	0.01%	379
2024 Q2	$9.56K	Hold	108	–	–	0.01%	380
2024 Q1	$9.68K	Hold	108	–	–	0.01%	378
2023 Q4	$9.62K	Hold	108	–	–	0.01%	374
2023 Q3	$8.91K	Hold	108	–	–	0.01%	377
2023 Q2	$9.17K	Hold	108	–	–	0.01%	387
2023 Q1	$9.32K	Hold	108	–	–	0.01%	381
2022 Q4	$9.14K	Hold	108	–	–	0.01%	372
2022 Q3	$9K	Hold	108	–	–	0.01%	365
2022 Q2	$9K	Hold	108	–	–	0.01%	378
2022 Q1	$11K	Buy	+108	New	+$10.9K	0.01%	370
2016 Q2	–	Sell	-10	Closed	-$1K	–	305
2016 Q1	$1K	Buy	+10	New	+$1.07K	﹤0.01%	293

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

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

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

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

AHSSHC

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

Goldman Sachs New York $871B AUM 31.28% 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

AllSquare Wealth Management's EMB Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q3 2025 at 108 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #381.

AllSquare Wealth Management first reported a position in EMB in Q1 2016 and has held it in 16 quarters since. The position peaked at $11K in Q1 2022. 887 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

AllSquare Wealth Management held 108 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $10.3K as of Q3 2025.
AllSquare Wealth Management left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q3 2025.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #381 holding.
AllSquare Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2016 and has held it in 16 quarters since.
AllSquare Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $11K in Q1 2022.
887 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.