EFG Asset Management (Americas)’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

EFG Asset Management (Americas)’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	$2.09M	Sell	22,003 -38	-0.2%	-$3.56K	0.36%	86
2025 Q2	$2.04M	Buy	22,041 +12,777	+138%	+$1.15M	0.38%	79
2025 Q1	$839K	Sell	9,264 -442	-5%	-$40K	0.17%	115
2024 Q4	$864K	Buy	9,706 +1,346	+16%	+$123K	0.17%	108
2024 Q3	$782K	Sell	8,360 -484	-5%	-$44.1K	0.15%	107
2024 Q2	$783K	Buy	8,844 +2,607	+42%	+$231K	0.15%	109
2024 Q1	$559K	Sell	6,237 -1,599	-20%	-$141K	0.17%	109
2023 Q4	$698K	Buy	7,836 +295	+4%	+$24.8K	0.15%	107
2023 Q3	$622K	Buy	7,541 +555	+8%	+$47.3K	0.15%	108
2023 Q2	$605K	Sell	6,986 -30	-0.4%	-$2.56K	0.14%	105
2023 Q1	$605K	Sell	7,016 -181	-3%	-$15.6K	0.14%	100
2022 Q4	$609K	Sell	7,197 -817	-10%	-$67.5K	0.15%	101
2022 Q3	$636K	Sell	8,014 -227	-3%	-$19.4K	0.16%	103
2022 Q2	$703K	Hold	8,241	–	–	0.17%	99
2022 Q1	$806K	Buy	8,241 +2,015	+32%	+$204K	0.15%	99
2021 Q4	$679K	Sell	6,226 -211	-3%	-$23K	0.11%	104
2021 Q3	$708K	Buy	6,437 +99	+2%	+$11.1K	0.13%	103
2021 Q2	$713K	Hold	6,338	–	–	0.13%	105
2021 Q1	$690K	Buy	6,338 +817	+15%	+$91.3K	0.14%	104
2020 Q4	$640K	Sell	5,521 -903	-14%	-$102K	0.13%	106
2020 Q3	$712K	Sell	6,424 -501	-7%	-$56.3K	0.16%	103
2020 Q2	$756K	Buy	6,925 +24	+0.3%	+$2.48K	0.2%	95
2020 Q1	$667K	Buy	6,901 +3,380	+96%	+$373K	0.21%	98
2019 Q4	$403K	Sell	3,521 -158	-4%	-$17.9K	0.11%	109
2019 Q3	$417K	Sell	3,679 -1,191	-24%	-$135K	0.13%	98
2019 Q2	$552K	Sell	4,870 -480	-9%	-$52.9K	0.16%	95
2019 Q1	$589K	Sell	5,350 -456	-8%	-$49.2K	0.18%	90
2018 Q4	$603K	Sell	5,806 -2,517	-30%	-$263K	0.22%	80
2018 Q3	$897K	Buy	8,323 +48	+0.6%	+$5.16K	0.26%	78
2018 Q2	$884K	Buy	8,275 +5,633	+213%	+$615K	0.27%	83
2018 Q1	$306K	Sell	2,642 -5,741	-68%	-$652K	0.13%	106
2017 Q4	$1.11M	Buy	8,383 +168	+2%	+$19.4K	0.4%	61
2017 Q3	$956K	Sell	8,215 -776	-9%	-$89.7K	0.36%	62
2017 Q2	$1.03M	Buy	8,991 +4,009	+80%	+$460K	0.39%	67
2017 Q1	$566K	Sell	4,982 -15	-0.3%	-$1.69K	0.22%	87
2016 Q4	$551K	Buy	4,997 +170	+4%	+$19.1K	0.24%	81
2016 Q3	$566K	Buy	4,827 +370	+8%	+$43.1K	0.24%	73
2016 Q2	$513K	Sell	4,457 -761	-15%	-$84.9K	0.24%	69
2016 Q1	$576K	Buy	5,218 +784	+18%	+$83.5K	0.29%	59
2015 Q4	$433K	Sell	4,434 -418	-9%	-$45K	0.27%	62
2015 Q3	$516K	Buy	4,852 +158	+3%	+$17.1K	0.32%	61
2015 Q2	$527K	Buy	4,694 +2,898	+161%	+$324K	0.32%	57
2015 Q1	$201K	Sell	1,796 -198	-10%	-$22K	0.16%	72
2014 Q4	$219K	Buy	1,994 +1,464	+276%	+$165K	0.13%	88
2014 Q3	$60K	Buy	530 +17	+3%	+$1.95K	0.06%	71
2014 Q2	$59K	Sell	513 -83	-14%	-$9.42K	0.05%	68
2014 Q1	$66K	Hold	596	–	–	0.05%	57
2013 Q4	$64.5K	Buy	+596	New	+$65.1K	0.06%	42

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 $374B AUM 17.66% 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

EFG Asset Management (Americas)'s EMB Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.17% in Q3 2025, selling an estimated $3.56K and leaving 22,003 shares worth $2.09M. The position accounts for 0.36% of the portfolio, ranked #86.

EFG Asset Management (Americas) first reported a position in EMB in Q4 2013 and has held it in 48 quarters since. 887 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

EFG Asset Management (Americas) held 22,003 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.09M as of Q3 2025.
EFG Asset Management (Americas) sold 38 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $3.56K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.36% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #86 holding.
EFG Asset Management (Americas) first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2013 and has held it in 48 quarters since.
887 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.