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

KKM Financial’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	$598K	Hold	6,208	–	–	0.11%	112
2025 Q4	$598K	Buy	6,208 +295	+5%	+$28.3K	0.11%	112
2025 Q3	$563K	Buy	5,913 +79	+1%	+$7.4K	0.18%	89
2025 Q2	$543K	Buy	5,834 +144	+3%	+$13K	0.19%	94
2025 Q1	$510K	Buy	5,690 +413	+8%	+$37.4K	0.22%	93
2024 Q4	$478K	Buy	+5,277	New	+$482K	0.2%	97
2024 Q3	–	Sell	-4,870	Closed	-$434K	–	143
2024 Q2	$434K	Buy	4,870 +249	+5%	+$22.1K	0.21%	98
2024 Q1	$414K	Buy	+4,621	New	+$407K	0.2%	103

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

KKM Financial's EMB Position: Q1 2026 in Review

KKM Financial held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q1 2026 at 6,208 shares worth $598K. The position accounts for 0.11% of the portfolio, ranked #112.

KKM Financial first reported a position in EMB in Q1 2024 and has held it in 8 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

KKM Financial held 6,208 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $598K as of Q1 2026.
KKM Financial left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.11% of KKM Financial's portfolio in Q1 2026, its #112 holding.
KKM Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2024 and has held it in 8 quarters since.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.