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

Keener Financial Planning’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 Q4	–	Sell	-8	Closed	–	–	94
2025 Q3	$0	Buy	+8	New	+$749	﹤0.01%	211
2024 Q1	–	Sell	-713	Closed	-$64K	–	198
2023 Q4	$64K	Buy	+713	New	+$60K	0.05%	82

Other funds holding EMB

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Keener Financial Planning's EMB Position: Q4 2025 in Review

Keener Financial Planning sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 8 shares.

Keener Financial Planning first reported a position in EMB in Q4 2023 and held it in 2 quarters. The position peaked at $64K in Q4 2023. 965 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

Keener Financial Planning reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 8 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025.
Keener Financial Planning first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and held it in 2 quarters.
Keener Financial Planning's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $64K in Q4 2023.
965 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.