Keebeck Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Keebeck Wealth 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	-2,729	Closed	-$247K	–	338
2025 Q1	$247K	Buy	+2,729	New	+$247K	0.04%	244
2023 Q2	–	Sell	-4,193	Closed	-$362K	–	264
2023 Q1	$362K	Buy	+4,193	New	+$361K	0.06%	192
2022 Q3	–	Sell	-3,006	Closed	-$256K	–	231
2022 Q2	$256K	Buy	+3,006	New	+$272K	0.05%	206

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Keebeck Wealth Management's EMB Position: Q2 2025 in Review

Keebeck Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 2,729 shares — an estimated $247K sold.

Keebeck Wealth Management first reported a position in EMB in Q2 2022 and held it in 3 quarters. The position peaked at $362K in Q1 2023. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

Keebeck Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
Keebeck Wealth Management sold 2,729 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $247K.
Keebeck Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2022 and held it in 3 quarters.
Keebeck Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $362K in Q1 2023.
843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Keebeck Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.