Kingswood Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.24M Buy
13,379
+2,562
+24% +$237K 0.1% 224
2025
Q1
$980K Buy
10,817
+3,951
+58% +$358K 0.09% 247
2024
Q4
$611K Buy
6,866
+4,030
+142% +$359K 0.05% 387
2024
Q3
$265K Buy
+2,836
New +$265K 0.02% 608