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Greystone Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Greystone Financial Group’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
-193,411
Closed -$17.5M – 98
2025
Q1 		$17.5M Sell
193,411
-44,587
-19% -$4.04M 3.18% 6
2024
Q4 		$21.2M Buy
237,998
+3,831
+2% +$350K 3.69% 5
2024
Q3 		$21.9M Buy
234,167
+4,617
+2% +$421K 3.92% 3
2024
Q2 		$20.3M Buy
229,550
+4,144
+2% +$367K 3.97% 4
2024
Q1 		$20.2M Buy
225,406
+95,187
+73% +$8.38M 4.03% 3
2023
Q4 		$11.6M Buy
130,219
+5,776
+5% +$486K 2.68% 8
2023
Q3 		$10.3M Sell
124,443
-85,123
-41% -$7.26M 2.56% 9
2023
Q2 		$18.1M Buy
209,566
+51,412
+33% +$4.39M 4.2% 3
2023
Q1 		$13.6M Buy
158,154
+26,256
+20% +$2.26M 3.44% 6
2022
Q4 		$11.2M Buy
+131,898
New +$10.9M 3.28% 5
2022
Q1 		– Sell
-86,350
Closed -$9.42M – 87
2021
Q4 		$9.42M Buy
86,350
+1,352
+2% +$147K 2.26% 10
2021
Q3 		$9.36M Sell
84,998
-642
-0.7% -$72.1K 2.78% 7
2021
Q2 		$9.63M Sell
85,640
-368
-0.4% -$41K 2.39% 5
2021
Q1 		$9.55M Buy
86,008
+81,130
+1,663% +$9.07M 2.4% 6
2020
Q4 		$557K Buy
+4,878
New +$552K 0.15% 75

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greystone Financial Group's EMB Position: Q2 2025 in Review

Greystone Financial Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 193,411 shares — an estimated $17.5M sold.

Greystone Financial Group first reported a position in EMB in Q4 2020 and held it in 15 quarters. The position peaked at $21.9M in Q3 2024. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Greystone Financial Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Greystone Financial Group sold 193,411 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $17.5M.
  • Greystone Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2020 and held it in 15 quarters.
  • Greystone Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $21.9M in Q3 2024.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Greystone Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.