MB, Levis & Associates’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

MB, Levis & Associates’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	-34	Closed	-$3.06K	–	271
2025 Q1	$3.06K	Buy	34 +1	+3%	+$91	﹤0.01%	238
2024 Q4	$2.98K	Hold	33	–	–	﹤0.01%	250
2024 Q3	$3.08K	Buy	33 +1	+3%	+$91	﹤0.01%	247
2024 Q2	$2.87K	Hold	32	–	–	﹤0.01%	245
2024 Q1	$2.87K	Hold	32	–	–	﹤0.01%	245
2023 Q4	$2.83K	Buy	32 +1	+3%	+$84	﹤0.01%	238
2023 Q3	$2.58K	Hold	31	–	–	﹤0.01%	239
2023 Q2	$2.68K	Hold	31	–	–	﹤0.01%	239
2023 Q1	$2.67K	Buy	+31	New	+$2.67K	﹤0.01%	242

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

MB, Levis & Associates's EMB Position: Q2 2025 in Review

MB, Levis & Associates sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 34 shares — an estimated $3.06K sold.

MB, Levis & Associates first reported a position in EMB in Q1 2023 and held it in 9 quarters. The position peaked at $3.08K in Q3 2024. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

MB, Levis & Associates reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
MB, Levis & Associates sold 34 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $3.06K.
MB, Levis & Associates first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2023 and held it in 9 quarters.
MB, Levis & Associates's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.08K in Q3 2024.
843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on MB, Levis & Associates's 13F filing for Q2 2025, filed 29 Jul 2025.