CWM
EMB icon

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

Congress 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 		$6.73M Buy
72,611
+28,012
+63% +$2.52M 0.07% 329
2025
Q1 		$4.04M Buy
44,599
+696
+2% +$63K 0.05% 362
2024
Q4 		$3.91M Buy
43,903
+786
+2% +$71.7K 0.05% 317
2024
Q3 		$4.04M Sell
43,117
-3,851
-8% -$351K 0.05% 324
2024
Q2 		$4.16M Sell
46,968
-53,147
-53% -$4.71M 0.07% 270
2024
Q1 		$8.98M Sell
100,115
-1,484
-1% -$131K 0.16% 177
2023
Q4 		$9.05M Sell
101,599
-10,153
-9% -$855K 0.17% 165
2023
Q3 		$9.22M Sell
111,752
-5,835
-5% -$498K 0.19% 152
2023
Q2 		$10.2M Sell
117,587
-7,757
-6% -$662K 0.24% 134
2023
Q1 		$10.8M Sell
125,344
-3,816
-3% -$329K 0.26% 118
2022
Q4 		$10.9M Sell
129,160
-31,585
-20% -$2.61M 0.28% 108
2022
Q3 		$12.8M Sell
160,745
-1,139
-0.7% -$97.4K 0.34% 68
2022
Q2 		$13.8M Buy
161,884
+3,162
+2% +$286K 0.35% 63
2022
Q1 		$15.5M Sell
158,722
-1,423
-0.9% -$144K 0.34% 66
2021
Q4 		$17.5M Buy
+160,145
New +$17.5M 0.35% 74

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Congress Wealth Management's EMB Position: Q2 2025 in Review

Congress Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 63% in Q2 2025, buying an estimated $2.52M and bringing the position to 72,611 shares worth $6.73M. The position accounts for 0.07% of the portfolio, ranked #329.

Congress Wealth Management first reported a position in EMB in Q4 2021 and has held it in 15 quarters since. The position peaked at $17.5M in Q4 2021. 845 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Congress Wealth Management held 72,611 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $6.73M as of Q2 2025.
  • Congress Wealth Management bought 28,012 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $2.52M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #329 holding.
  • Congress Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $17.5M in Q4 2021.
  • 845 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.