Castleview Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Castleview Partners’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 Q1	–	Sell	-500	Closed	-$44.7K	–	284
2024 Q4	$44.7K	Hold	500	–	–	0.02%	350
2024 Q3	$46.8K	Hold	500	–	–	0.03%	329
2024 Q2	$44.2K	Sell	500 -228	-31%	-$20.2K	0.03%	344
2024 Q1	$65.3K	Sell	728 -756	-51%	-$66.6K	0.04%	311
2023 Q4	$132K	Buy	1,484 +373	+34%	+$31.4K	0.09%	174
2023 Q3	$91.7K	Sell	1,111 -37	-3%	-$3.16K	0.08%	186
2023 Q2	$99.3K	Buy	1,148 +1	+0.1%	+$85	0.09%	184
2023 Q1	$99K	Hold	1,147	–	–	0.09%	182
2022 Q4	$97K	Hold	1,147	–	–	0.09%	167
2022 Q3	$91K	Buy	1,147 +1,011	+743%	+$86.4K	0.09%	176
2022 Q2	$3.69K	Sell	136 -975	-88%	-$88.1K	﹤0.01%	573
2022 Q1	$108K	Sell	1,111 -161,824	-99%	-$16.4M	0.07%	223
2021 Q4	$1.49K	Buy	+162,935	New	+$17.8M	0.01%	331
2018 Q1	$2.34M	Buy	+20,731	New	+$2.35M	1.93%	13

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Castleview Partners's EMB Position: Q1 2025 in Review

Castleview Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2025, closing a stake of 500 shares — an estimated $44.7K sold.

Castleview Partners first reported a position in EMB in Q1 2018 and held it in 14 quarters. The position peaked at $2.34M in Q1 2018. 876 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

Castleview Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 500 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $44.7K.
Castleview Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2018 and held it in 14 quarters.
Castleview Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.34M in Q1 2018.
876 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.