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

Lowe Wealth Advisors’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	-205	Closed	-$18.6K	–	366
2025 Q1	$18.6K	Buy	+205	New	+$18.6K	0.01%	200
2024 Q3	–	Sell	-544	Closed	-$48.1K	–	318
2024 Q2	$48.1K	Buy	+544	New	+$48.2K	0.02%	124
2016 Q1	–	Sell	-24	Closed	-$3K	–	218
2015 Q4	$3K	Hold	24	–	–	﹤0.01%	181
2015 Q3	$3K	Hold	24	–	–	﹤0.01%	179
2015 Q2	$3K	Hold	24	–	–	﹤0.01%	179
2015 Q1	$3K	Hold	24	–	–	﹤0.01%	180
2014 Q4	$3K	Buy	+24	New	+$2.7K	﹤0.01%	162

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lowe Wealth Advisors's EMB Position: Q2 2025 in Review

Lowe Wealth Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 205 shares — an estimated $18.6K sold.

Lowe Wealth Advisors first reported a position in EMB in Q4 2014 and held it in 7 quarters. The position peaked at $48.1K in Q2 2024. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

Lowe Wealth Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
Lowe Wealth Advisors sold 205 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $18.6K.
Lowe Wealth Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and held it in 7 quarters.
Lowe Wealth Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $48.1K in Q2 2024.
843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Lowe Wealth Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.