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Carolinas Wealth Consulting’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Carolinas Wealth Consulting’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
-10
Closed -$906 – 266
2025
Q1 		$906 Buy
10
+5
+100% +$453 ﹤0.01% 915
2024
Q4 		$447 Buy
5
+3
+150% +$274 ﹤0.01% 1016
2024
Q3 		$188 Hold
2
– – ﹤0.01% 1046
2024
Q2 		$177 Buy
+2
New +$177 ﹤0.01% 1032

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 $424B AUM 22.96% 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 $6.73T AUM 46.02% 1-Year Est. Return

Carolinas Wealth Consulting's EMB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 10 shares — an estimated $906 sold.

Carolinas Wealth Consulting first reported a position in EMB in Q2 2024 and held it in 4 quarters. The position peaked at $906 in Q1 2025. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 10 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $906.
  • Carolinas Wealth Consulting first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $906 in Q1 2025.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.