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Global Financial Private Client’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Global Financial Private Client’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
-383
Closed -$34.7K – 632
2025
Q1 		$34.7K Buy
383
+92
+32% +$8.33K 0.01% 376
2024
Q4 		$25.9K Sell
291
-18
-6% -$1.64K 0.01% 389
2024
Q3 		$28.9K Sell
309
-34
-10% -$3.1K 0.01% 380
2024
Q2 		$30.3K Sell
343
-93
-21% -$8.24K 0.01% 350
2024
Q1 		$38.8K Buy
436
+116
+36% +$10.2K 0.02% 327
2023
Q4 		$28.5K Sell
320
-3,966
-93% -$334K 0.01% 352
2023
Q3 		$348K Sell
4,286
-105
-2% -$8.96K 0.18% 128
2023
Q2 		$379K Buy
4,391
+425
+11% +$36.3K 0.19% 123
2023
Q1 		$342K Buy
3,966
+3,797
+2,247% +$327K 0.18% 123
2022
Q4 		$14.3K Sell
169
-192
-53% -$15.9K 0.01% 384
2022
Q3 		$29K Sell
361
-62
-15% -$5.3K 0.02% 322
2022
Q2 		$36.5K Sell
423
-154
-27% -$13.9K 0.02% 290
2022
Q1 		$56.5K Buy
577
+68
+13% +$6.89K 0.03% 254
2021
Q4 		$55.6K Buy
509
+44
+9% +$4.8K 0.03% 262
2021
Q3 		$51K Buy
465
+447
+2,483% +$50.2K 0.03% 244
2021
Q2 		$2.06K Hold
18
– – ﹤0.01% 478
2021
Q1 		$2.01K Hold
18
– – ﹤0.01% 435
2020
Q4 		$2.13K Sell
18
-15
-45% -$1.7K ﹤0.01% 417
2020
Q3 		$3.7K Buy
33
+6
+22% +$674 ﹤0.01% 360
2020
Q2 		$3.01K Hold
27
– – ﹤0.01% 417
2020
Q1 		$2.59K Hold
27
– – ﹤0.01% 429
2019
Q4 		$3.16K Buy
+27
New +$3.05K ﹤0.01% 439

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Global Financial Private Client's EMB Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 383 shares — an estimated $34.7K sold.

Global Financial Private Client first reported a position in EMB in Q4 2019 and held it in 22 quarters. The position peaked at $379K in Q2 2023. 844 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 383 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $34.7K.
  • Global Financial Private Client first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 22 quarters.
  • Global Financial Private Client's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $379K in Q2 2023.
  • 844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.