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

Gries Financial’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 Q3	$1.24M	Buy	13,017 +241	+2%	+$22.6K	0.2%	116
2025 Q2	$1.18M	Buy	12,776 +210	+2%	+$18.9K	0.22%	111
2025 Q1	$1.14M	Sell	12,566 -65	-0.5%	-$5.88K	0.22%	109
2024 Q4	$1.12M	Sell	12,631 -6	-0%	-$548	0.2%	114
2024 Q3	$1.18M	Buy	12,637 +103	+0.8%	+$9.39K	0.22%	110
2024 Q2	$1.11M	Buy	12,534 +2,100	+20%	+$186K	0.23%	102
2024 Q1	$936K	Buy	10,434 +425	+4%	+$37.4K	0.16%	127
2023 Q4	$891K	Buy	10,009 +2,234	+29%	+$188K	0.2%	96
2023 Q3	$642K	Buy	+7,775	New	+$663K	0.17%	108

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gries Financial's EMB Position: Q3 2025 in Review

Gries Financial increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.9% in Q3 2025, buying an estimated $22.6K and bringing the position to 13,017 shares worth $1.24M. The position accounts for 0.2% of the portfolio, ranked #116.

Gries Financial first reported a position in EMB in Q3 2023 and has held it in 9 quarters since. 888 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

Gries Financial held 13,017 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.24M as of Q3 2025.
Gries Financial bought 241 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $22.6K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.2% of Gries Financial's portfolio in Q3 2025, its #116 holding.
Gries Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2023 and has held it in 9 quarters since.
888 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.