Elevate Wealth Advisory’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Elevate Wealth Advisory’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	-680	Closed	-$61.6K	–	136
2025 Q1	$61.6K	Hold	680	–	–	0.04%	93
2024 Q4	$60.7K	Hold	680	–	–	0.05%	86
2024 Q3	$63.6K	Hold	680	–	–	0.05%	90
2024 Q2	$60.2K	Hold	680	–	–	0.05%	83
2024 Q1	$61K	Hold	680	–	–	0.05%	79
2023 Q4	$60.6K	Buy	+680	New	+$57.3K	0.06%	78

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

Elevate Wealth Advisory's EMB Position: Q2 2025 in Review

Elevate Wealth Advisory sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 680 shares — an estimated $61.6K sold.

Elevate Wealth Advisory first reported a position in EMB in Q4 2023 and held it in 6 quarters. The position peaked at $63.6K in Q3 2024. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

Elevate Wealth Advisory reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
Elevate Wealth Advisory sold 680 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $61.6K.
Elevate Wealth Advisory first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 6 quarters.
Elevate Wealth Advisory's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $63.6K in Q3 2024.
843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Elevate Wealth Advisory's 13F filing for Q2 2025, filed 23 Jul 2025.