NWM
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Navigoe Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Navigoe Wealth Management’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
-8
Closed – – 172
2025
Q1 		$0 Buy
+8
New +$724 ﹤0.01% 165

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Betterment LLC
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Jones Financial Companies
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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

Navigoe Wealth Management's EMB Position: Q2 2025 in Review

Navigoe Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 8 shares.

Navigoe Wealth Management first reported a position in EMB in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Navigoe Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Navigoe Wealth Management sold 8 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025.
  • Navigoe Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2025 and held it in 1 quarter.
  • Navigoe Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $0 in Q1 2025.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Navigoe Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.