Key Financial Inc
EMB icon

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
Q3 		$22.6K Sell
249
-65
-21% -$6.14K ﹤0.01% 683
2026
Q2 		$30.3K Sell
314
-3
-0.9% -$287 0.01% 644
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% +$6.48K ﹤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

Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Nationwide Fund Advisors
Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Key Financial Inc's EMB Position: Q3 2026 in Review

Key Financial Inc reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 21% in Q3 2026, selling an estimated $6.14K and leaving 249 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Key Financial Inc first reported a position in EMB in Q1 2020 and has held it in 24 quarters since. The position peaked at $30.6K in Q4 2025. 481 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Key Financial Inc held 249 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $22.6K as of Q3 2026.
  • Key Financial Inc sold 65 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $6.14K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #683 holding.
  • Key Financial Inc first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $30.6K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.