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Oliver Lagore Vanvalin Investment Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$83K Buy
+916
New +$82.5K 0.03% 197
2024
Q4 		$60.5K Sell
679
-22
-3% -$2.01K 0.02% 231
2024
Q3 		$65.6K Sell
701
-89
-11% -$8.11K 0.02% 220
2024
Q2 		$69.9K Sell
790
-305
-28% -$27K 0.02% 203
2024
Q1 		$98.1K Buy
1,095
+329
+43% +$29K 0.03% 175
2023
Q4 		$68.2K Sell
766
-322
-30% -$27.1K 0.03% 184
2023
Q3 		$89.8K Sell
1,088
-668
-38% -$57K 0.04% 175
2023
Q2 		$152K Buy
1,756
+878
+100% +$74.9K 0.06% 146
2023
Q1 		$75.8K Buy
878
+799
+1,011% +$68.9K 0.03% 160
2022
Q4 		$6.68K Sell
79
-104
-57% -$8.6K ﹤0.01% 425
2022
Q3 		$15K Buy
183
+54
+42% +$4.62K 0.01% 278
2022
Q2 		$11K Buy
129
+75
+139% +$6.78K 0.01% 328
2022
Q1 		$6K Buy
+54
New +$5.47K ﹤0.01% 392

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

Oliver Lagore Vanvalin Investment Group's EMB Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025: 916 shares worth $83K. The stake represents 0.03% of the portfolio and ranks #197 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in EMB as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in EMB in Q1 2022 and has held it in 13 quarters since. The position peaked at $152K in Q2 2023. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 916 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $83K as of Q2 2025.
  • iShares JPMorgan USD Emerging Markets Bond ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #197 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $152K in Q2 2023.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.