Cresset Asset Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cresset Asset 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	–	Sell	-2,872	Closed	-$260K	–	1537
2025 Q1	$260K	Buy	+2,872	New	+$260K	﹤0.01%	1397
2024 Q3	–	Sell	-2,490	Closed	-$220K	–	2204
2024 Q2	$220K	Buy	2,490 +137	+6%	+$12.1K	﹤0.01%	1860
2024 Q1	$211K	Buy	+2,353	New	+$207K	﹤0.01%	1748
2019 Q2	–	Sell	-260	Closed	-$29K	–	824
2019 Q1	$29K	Hold	260	–	–	﹤0.01%	937
2018 Q4	$27K	Buy	+260	New	+$27.2K	﹤0.01%	650

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Cresset Asset Management's EMB Position: Q2 2025 in Review

Cresset Asset Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 2,872 shares — an estimated $260K sold.

Cresset Asset Management first reported a position in EMB in Q4 2018 and held it in 5 quarters. The position peaked at $260K in Q1 2025. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

Cresset Asset Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
Cresset Asset Management sold 2,872 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $260K.
Cresset Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and held it in 5 quarters.
Cresset Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $260K in Q1 2025.
843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.