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Koss-Olinger Consulting’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Koss-Olinger Consulting’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
2025
Q2 		– Sell
-2,772
Closed -$251K – 321
2025
Q1 		$251K Buy
+2,772
New +$251K 0.02% 272
2023
Q1 		– Sell
-17,660
Closed -$1.49M – 264
2022
Q4 		$1.49M Buy
17,660
+13,652
+341% +$1.13M 0.21% 51
2022
Q3 		$318K Buy
+4,008
New +$343K 0.05% 140

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koss-Olinger Consulting's EMB Position: Q2 2025 in Review

Koss-Olinger Consulting sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 2,772 shares — an estimated $251K sold.

Koss-Olinger Consulting first reported a position in EMB in Q3 2022 and held it in 3 quarters. The position peaked at $1.49M in Q4 2022. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Koss-Olinger Consulting reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,772 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $251K.
  • Koss-Olinger Consulting first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2022 and held it in 3 quarters.
  • Koss-Olinger Consulting's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.49M in Q4 2022.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Koss-Olinger Consulting's 13F filing for Q2 2025, filed 1 Aug 2025.