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

Evelyn Partners 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
-26
Closed -$2.35K – 239
2025
Q1 		$2.35K Hold
26
– – ﹤0.01% 233
2024
Q4 		$2.31K Buy
+26
New +$2.37K ﹤0.01% 233

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Evelyn Partners Asset Management's EMB Position: Q2 2025 in Review

Evelyn Partners Asset Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 26 shares — an estimated $2.35K sold.

Evelyn Partners Asset Management first reported a position in EMB in Q4 2024 and held it in 2 quarters. The position peaked at $2.35K in Q1 2025. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Evelyn Partners Asset Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Asset Management sold 26 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $2.35K.
  • Evelyn Partners Asset Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Asset Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.35K in Q1 2025.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.