Keel Point’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Keel Point’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
2026 Q1	–	Sell	-15,813	Closed	-$1.52M	–	503
2025 Q4	$1.52M	Sell	15,813 -7,872	-33%	-$756K	0.09%	134
2025 Q3	$2.25M	Buy	23,685 +6,399	+37%	+$599K	0.14%	107
2025 Q2	$1.6M	Sell	17,286 -3	-0%	-$270	0.11%	135
2025 Q1	$1.57M	Buy	+17,289	New	+$1.57M	0.12%	111
2023 Q2	–	Sell	-2,366	Closed	-$204K	–	318
2023 Q1	$204K	Buy	+2,366	New	+$204K	0.03%	289
2021 Q4	–	Sell	-10,022	Closed	-$1.1M	–	280
2021 Q3	$1.1M	Sell	10,022 -14,262	-59%	-$1.6M	0.14%	105
2021 Q2	$2.73M	Buy	24,284 +69	+0.3%	+$7.68K	0.3%	71
2021 Q1	$2.64M	Sell	24,215 -33,005	-58%	-$3.69M	0.26%	73
2020 Q4	$6.63M	Buy	57,220 +27,303	+91%	+$3.09M	0.59%	29
2020 Q3	$3.32M	Buy	29,917 +25,344	+554%	+$2.85M	0.3%	46
2020 Q2	$499K	Buy	+4,573	New	+$473K	0.05%	127
2019 Q4	–	Sell	-66,539	Closed	-$7.54M	–	193
2019 Q3	$7.54M	Buy	66,539 +4,586	+7%	+$522K	0.92%	21
2019 Q2	$7.02M	Sell	61,953 -642	-1%	-$70.8K	0.8%	25
2019 Q1	$6.89M	Buy	+62,595	New	+$6.75M	0.8%	27

Other funds holding EMB

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

AHSSHC

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

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

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

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

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Keel Point's EMB Position: Q1 2026 in Review

Keel Point sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 15,813 shares — an estimated $1.52M sold.

Keel Point first reported a position in EMB in Q1 2019 and held it in 14 quarters. The position peaked at $7.54M in Q3 2019. 847 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Keel Point reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Keel Point sold 15,813 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.52M.
Keel Point first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2019 and held it in 14 quarters.
Keel Point's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $7.54M in Q3 2019.
847 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.