Kelman-Lazarov Inc’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-22,716	Closed	-$2.02M	–	118
2024 Q4	$2.02M	Buy	22,716 +2,142	+10%	+$196K	0.36%	34
2024 Q3	$1.93M	Buy	20,574 +820	+4%	+$74.7K	0.33%	36
2024 Q2	$1.75M	Buy	19,754 +2,176	+12%	+$193K	0.33%	38
2024 Q1	$1.58M	Buy	17,578 +789	+5%	+$69.5K	0.31%	41
2023 Q4	$1.5M	Buy	16,789 +1,023	+6%	+$86.2K	0.32%	39
2023 Q3	$1.3M	Sell	15,766 -7,151	-31%	-$610K	0.31%	42
2023 Q2	$1.98M	Buy	22,917 +5,528	+32%	+$472K	0.48%	30
2023 Q1	$1.5M	Buy	17,389 +2,247	+15%	+$194K	0.39%	32
2022 Q4	$1.28M	Buy	15,142 +6,851	+83%	+$566K	0.36%	38
2022 Q3	$658K	Buy	8,291 +28	+0.3%	+$2.39K	0.22%	42
2022 Q2	$705K	Buy	+8,263	New	+$747K	0.24%	37

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Kelman-Lazarov Inc's EMB Position: Q1 2025 in Review

Kelman-Lazarov Inc sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2025, closing a stake of 22,716 shares — an estimated $2.02M sold.

Kelman-Lazarov Inc first reported a position in EMB in Q2 2022 and held it in 11 quarters. The position peaked at $2.02M in Q4 2024. 876 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

Kelman-Lazarov Inc reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2025 after selling out during the quarter.
Kelman-Lazarov Inc sold 22,716 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $2.02M.
Kelman-Lazarov Inc first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2022 and held it in 11 quarters.
Kelman-Lazarov Inc's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.02M in Q4 2024.
876 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2025, filed 6 May 2025.