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Client 1st Advisory Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Client 1st Advisory Group’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
-2,657
Closed -$241K – 135
2025
Q1 		$241K Sell
2,657
-588
-18% -$53.2K 0.09% 115
2024
Q4 		$289K Sell
3,245
-167
-5% -$15.2K 0.11% 100
2024
Q3 		$319K Sell
3,412
-875
-20% -$79.8K 0.13% 92
2024
Q2 		$379K Sell
4,287
-587
-12% -$52K 0.16% 72
2024
Q1 		$437K Sell
4,874
-1,251
-20% -$110K 0.2% 62
2023
Q4 		$545K Sell
6,125
-1,441
-19% -$121K 0.26% 50
2023
Q3 		$624K Sell
7,566
-1,333
-15% -$114K 0.33% 43
2023
Q2 		$770K Sell
8,899
-774
-8% -$66.1K 0.41% 38
2023
Q1 		$835K Buy
9,673
+5,975
+162% +$515K 0.45% 33
2022
Q4 		$313K Buy
3,698
+1,001
+37% +$82.7K 0.18% 63
2022
Q3 		$214K Buy
+2,697
New +$231K 0.13% 76
2021
Q2 		– Sell
-2,028
Closed -$221K – 76
2021
Q1 		$221K Buy
2,028
+72
+4% +$8.05K 0.13% 62
2020
Q4 		$222K Sell
1,956
-1,084
-36% -$123K 0.14% 57
2020
Q3 		$345K Sell
3,040
-7,262
-70% -$816K 0.24% 37
2020
Q2 		$1.16M Sell
10,302
-6,141
-37% -$635K 0.96% 21
2020
Q1 		$1.59M Buy
16,443
+4,287
+35% +$473K 1.68% 17
2019
Q4 		$1.39M Buy
+12,156
New +$1.37M 1.37% 18

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

Client 1st Advisory Group's EMB Position: Q2 2025 in Review

Client 1st Advisory Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 2,657 shares — an estimated $241K sold.

Client 1st Advisory Group first reported a position in EMB in Q4 2019 and held it in 17 quarters. The position peaked at $1.59M in Q1 2020. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Client 1st Advisory Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Client 1st Advisory Group sold 2,657 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $241K.
  • Client 1st Advisory Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 17 quarters.
  • Client 1st Advisory Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.59M in Q1 2020.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Client 1st Advisory Group's 13F filing for Q2 2025, filed 18 Jul 2025.