EW
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Element Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Element Wealth’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
Q1 		– Sell
-977
Closed -$87K – 179
2024
Q4 		$87K Sell
977
-75
-7% -$6.85K 0.05% 182
2024
Q3 		$98.4K Buy
1,052
+99
+10% +$9.02K 0.05% 177
2024
Q2 		$84.3K Buy
953
+90
+10% +$7.98K 0.05% 166
2024
Q1 		$77.4K Buy
863
+51
+6% +$4.49K 0.05% 168
2023
Q4 		$72.3K Buy
812
+6
+0.7% +$505 0.05% 163
2023
Q3 		$66.5K Buy
806
+7
+0.9% +$597 0.05% 159
2023
Q2 		$69.2K Buy
799
+5
+0.6% +$427 0.05% 159
2023
Q1 		$68.5K Sell
794
-11
-1% -$948 0.05% 150
2022
Q4 		$68.1K Sell
805
-39
-5% -$3.22K 0.06% 147
2022
Q3 		$67K Buy
844
+6
+0.7% +$513 0.06% 138
2022
Q2 		$72K Buy
838
+52
+7% +$4.7K 0.07% 133
2022
Q1 		$77K Sell
786
-7
-0.9% -$709 0.06% 142
2021
Q4 		$87K Buy
793
+6
+0.8% +$655 0.07% 123
2021
Q3 		$87K Buy
787
+3
+0.4% +$337 0.07% 119
2021
Q2 		$88K Buy
784
+145
+23% +$16.1K 0.07% 114
2021
Q1 		$70K Buy
639
+1
+0.2% +$112 0.06% 119
2020
Q4 		$74K Sell
638
-143
-18% -$16.2K 0.07% 114
2020
Q3 		$87K Buy
781
+4
+0.5% +$449 0.09% 103
2020
Q2 		$85K Sell
777
-228
-23% -$23.6K 0.1% 97
2020
Q1 		$97K Buy
1,005
+49
+5% +$5.4K 0.13% 86
2019
Q4 		$110K Buy
+956
New +$108K 0.11% 79

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Element Wealth's EMB Position: Q1 2025 in Review

Element Wealth sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2025, closing a stake of 977 shares — an estimated $87K sold.

Element Wealth first reported a position in EMB in Q4 2019 and held it in 21 quarters. The position peaked at $110K in Q4 2019. 879 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

  • Element Wealth reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 977 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $87K.
  • Element Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 21 quarters.
  • Element Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $110K in Q4 2019.
  • 879 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.