CAWM
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Capital A Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Capital A 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
Q2 		$24.2K Sell
272
-286
-51% -$25.7K 0.27% 126
2025
Q1 		$50.6K Sell
558
-1,029
-65% -$93.2K 0.05% 146
2024
Q4 		$141K Buy
+1,587
New +$145K 0.23% 86

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital A Wealth Management's EMB Position: Q2 2025 in Review

Capital A Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 51% in Q2 2025, selling an estimated $25.7K and leaving 272 shares worth $24.2K. The position accounts for 0.27% of the portfolio, ranked #126.

Capital A Wealth Management first reported a position in EMB in Q4 2024 and has held it in 3 quarters since. The position peaked at $141K in Q4 2024. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Capital A Wealth Management held 272 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $24.2K as of Q2 2025.
  • Capital A Wealth Management sold 286 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $25.7K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.27% of Capital A Wealth Management's portfolio in Q2 2025, its #126 holding.
  • Capital A Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $141K in Q4 2024.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.