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 Q2	$663K	Buy	6,877 +669	+11%	+$64.1K	0.09%	107
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 $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

KKM Financial's EMB Position: Q2 2026 in Review

KKM Financial increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q2 2026, buying an estimated $64.1K and bringing the position to 6,877 shares worth $663K. The position accounts for 0.09% of the portfolio, ranked #107.

KKM Financial first reported a position in EMB in Q1 2024 and has held it in 9 quarters since. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

KKM Financial held 6,877 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $663K as of Q2 2026.
KKM Financial bought 669 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $64.1K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.09% of KKM Financial's portfolio in Q2 2026, its #107 holding.
KKM Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2024 and has held it in 9 quarters since.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.