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

Key Financial 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
2026 Q1	$29.8K	Hold	317	–	–	0.01%	640
2025 Q4	$30.6K	Sell	317 -2	-0.6%	-$192	0.01%	629
2025 Q3	$30.4K	Buy	319 +67	+27%	+$6.27K	0.01%	617
2025 Q2	$23.4K	Buy	252 +3	+1%	+$270	﹤0.01%	660
2025 Q1	$22.6K	Hold	249	–	–	﹤0.01%	639
2024 Q4	$22.2K	Sell	249 -1	-0.4%	-$91	0.01%	630
2024 Q3	$23.4K	Hold	250	–	–	0.01%	621
2024 Q2	$22.1K	Hold	250	–	–	0.01%	619
2024 Q1	$22.4K	Buy	250 +1	+0.4%	+$88	0.01%	583
2023 Q4	$22.2K	Hold	249	–	–	0.01%	567
2023 Q3	$20.6K	Hold	249	–	–	0.01%	560
2023 Q2	$21.6K	Hold	249	–	–	0.01%	558
2023 Q1	$21.5K	Sell	249 -63	-20%	-$5.43K	0.01%	537
2022 Q4	$24.8K	Hold	312	–	–	0.01%	457
2022 Q3	$25K	Buy	312 +189	+154%	+$16.2K	0.01%	460
2022 Q2	$11K	Buy	123 +57	+86%	+$5.15K	0.01%	605
2022 Q1	$6K	Buy	66 +64	+3,200%	+$6.49K	﹤0.01%	742
2021 Q4	$0	Hold	2	–	–	﹤0.01%	962
2021 Q3	$0	Hold	2	–	–	﹤0.01%	919
2021 Q2	$0	Hold	2	–	–	﹤0.01%	860
2021 Q1	$0	Buy	+2	New	+$224	﹤0.01%	770
2020 Q2	–	Sell	-64	Closed	-$6K	–	238
2020 Q1	$6K	Buy	+64	New	+$7.06K	0.01%	482

Other funds holding EMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

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

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

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

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

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

Key Financial Inc's EMB Position: Q1 2026 in Review

Key Financial Inc held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q1 2026 at 317 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #640.

Key Financial Inc first reported a position in EMB in Q1 2020 and has held it in 22 quarters since. The position peaked at $30.6K in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Key Financial Inc held 317 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $29.8K as of Q1 2026.
Key Financial Inc left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #640 holding.
Key Financial Inc first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2020 and has held it in 22 quarters since.
Key Financial Inc's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $30.6K in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.