Crewe Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Crewe Advisors’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
2026 Q1	$793K	Buy	8,447 +488	+6%	+$46.9K	0.07%	96
2025 Q4	$766K	Sell	7,959 -39	-0.5%	-$3.75K	0.07%	95
2025 Q3	$761K	Buy	7,998 +353	+5%	+$33.1K	0.07%	94
2025 Q2	$708K	Sell	7,645 -4,999	-40%	-$450K	0.1%	74
2025 Q1	$1.15M	Buy	12,644 +1,009	+9%	+$91.3K	0.16%	53
2024 Q4	$1.04M	Sell	11,635 -282	-2%	-$25.7K	0.14%	52
2024 Q3	$1.12M	Buy	11,917 +718	+6%	+$65.4K	0.13%	52
2024 Q2	$991K	Buy	11,199 +7,102	+173%	+$630K	0.11%	71
2024 Q1	$367K	Sell	4,097 -1,357	-25%	-$120K	0.04%	123
2023 Q4	$486K	Buy	5,454 +30	+0.6%	+$2.53K	0.08%	48
2023 Q3	$448K	Sell	5,424 -1,021	-16%	-$87.1K	0.08%	48
2023 Q2	$558K	Sell	6,445 -23	-0.4%	-$1.96K	0.08%	73
2023 Q1	$558K	Sell	6,468 -3,729	-37%	-$321K	0.08%	78
2022 Q4	$863K	Sell	10,197 -6,583	-39%	-$544K	0.14%	54
2022 Q3	$1.33M	Buy	16,780 +9,329	+125%	+$797K	0.24%	40
2022 Q2	$636K	Buy	7,451 +6,275	+534%	+$567K	0.14%	49
2022 Q1	$115K	Sell	1,176 -6,655	-85%	-$674K	0.02%	164
2021 Q4	$854K	Buy	7,831 +5,093	+186%	+$556K	0.17%	32
2021 Q3	$301K	Buy	2,738 +173	+7%	+$19.4K	0.07%	48
2021 Q2	$288K	Buy	2,565 +118	+5%	+$13.1K	0.07%	50
2021 Q1	$266K	Buy	2,447 +58	+2%	+$6.48K	0.07%	48
2020 Q4	$277K	Hold	2,389	–	–	0.11%	46
2020 Q3	$265K	Sell	2,389 -862	-27%	-$96.8K	0.12%	38
2020 Q2	$355K	Sell	3,251 -8,408	-72%	-$870K	0.17%	35
2020 Q1	$1.13M	Hold	11,659	–	–	0.67%	19
2019 Q4	$1.34M	Sell	11,659 -1,228	-10%	-$139K	0.58%	18
2019 Q3	$1.46M	Sell	12,887 -908	-7%	-$103K	0.67%	16
2019 Q2	$1.56M	Sell	13,795 -576	-4%	-$63.5K	0.51%	17
2019 Q1	$1.58M	Hold	14,371	–	–	0.5%	17
2018 Q4	$1.49M	Buy	14,371 +13,155	+1,082%	+$1.38M	0.47%	17
2018 Q3	$131K	Hold	1,216	–	–	0.11%	69
2018 Q2	$130K	Buy	1,216 +56	+5%	+$6.11K	0.12%	66
2018 Q1	$131K	Buy	1,160 +705	+155%	+$80.1K	0.13%	65
2017 Q4	$53K	Buy	+455	New	+$52.6K	0.05%	110