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

Certus 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	$739K	Buy	7,764 +674	+10%	+$63.1K	0.44%	40
2025 Q2	$657K	Buy	7,090 +82	+1%	+$7.38K	0.42%	40
2025 Q1	$632K	Sell	7,008 -15	-0.2%	-$1.36K	0.43%	39
2024 Q4	$637K	Sell	7,023 -274	-4%	-$25K	0.43%	39
2024 Q3	$683K	Buy	7,297 +635	+10%	+$57.9K	0.48%	35
2024 Q2	$589K	Buy	6,662 +952	+17%	+$84.4K	0.45%	42
2024 Q1	$506K	Buy	5,710 +428	+8%	+$37.7K	0.4%	41
2023 Q4	$470K	Buy	5,282 +410	+8%	+$34.5K	0.4%	43
2023 Q3	$402K	Buy	4,872 +93	+2%	+$7.93K	0.38%	45
2023 Q2	$414K	Buy	+4,779	New	+$408K	0.41%	43

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 $424B AUM 22.94% 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

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

Certus Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 9.5% in Q3 2025, buying an estimated $63.1K and bringing the position to 7,764 shares worth $739K. The position accounts for 0.44% of the portfolio, ranked #40.

Certus Wealth Management first reported a position in EMB in Q2 2023 and has held it in 10 quarters since. 887 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

Certus Wealth Management held 7,764 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $739K as of Q3 2025.
Certus Wealth Management bought 674 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $63.1K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.44% of Certus Wealth Management's portfolio in Q3 2025, its #40 holding.
Certus Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 10 quarters since.
887 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.