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GeoWealth Management’s iShares JPMorgan EM Corporate Bond ETF CEMB Stock Holding History

GeoWealth Management’s Portfolio CEMB Stock Details CEMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-108,403
Closed -$5.01M – 776
2025
Q3 		$5.01M Buy
+108,403
New +$4.96M 0.18% 73
2022
Q1 		– Sell
-17,440
Closed -$890K – 397
2021
Q4 		$890K Buy
17,440
+2,107
+14% +$108K 0.07% 161
2021
Q3 		$797K Buy
+15,333
New +$803K 0.07% 176

Other funds holding CEMB

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

GeoWealth Management's CEMB Position: Q4 2025 in Review

GeoWealth Management sold out of iShares JPMorgan EM Corporate Bond ETF (CEMB) in Q4 2025, closing a stake of 108,403 shares — an estimated $5.01M sold.

GeoWealth Management first reported a position in CEMB in Q3 2021 and held it in 3 quarters. The position peaked at $5.01M in Q3 2025. 80 funds tracked by Wall St. Rank hold CEMB as of Q4 2025.

  • GeoWealth Management reported no remaining iShares JPMorgan EM Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 108,403 iShares JPMorgan EM Corporate Bond ETF shares in Q4 2025, an estimated $5.01M.
  • GeoWealth Management first reported a position in iShares JPMorgan EM Corporate Bond ETF in Q3 2021 and held it in 3 quarters.
  • GeoWealth Management's iShares JPMorgan EM Corporate Bond ETF position peaked at $5.01M in Q3 2025.
  • 80 funds tracked by Wall St. Rank held iShares JPMorgan EM Corporate Bond ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.