OFG
EMB icon

Oxford Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Oxford Financial 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
Q3 		– Sell
-23
Closed -$2.13K – 281
2025
Q2 		$2.13K Buy
+23
New +$2.07K ﹤0.01% 259
2024
Q3 		– Sell
-76
Closed -$6.72K – 305
2024
Q2 		$6.72K Buy
+76
New +$6.74K ﹤0.01% 310
2024
Q1 		– Sell
-427
Closed -$38K – 280
2023
Q4 		$38K Hold
427
– – ﹤0.01% 267
2023
Q3 		$35.2K Hold
427
– – ﹤0.01% 244
2023
Q2 		$37K Sell
427
-247
-37% -$21.1K ﹤0.01% 261
2023
Q1 		$58.2K Buy
674
+247
+58% +$21.3K 0.01% 215
2022
Q4 		$36.1K Sell
427
-641
-60% -$53K ﹤0.01% 223
2022
Q3 		$85K Buy
1,068
+427
+67% +$36.5K 0.01% 188
2022
Q2 		$55K Sell
641
-48
-7% -$4.34K 0.01% 221
2022
Q1 		$67K Hold
689
– – 0.01% 214
2021
Q4 		$75K Buy
689
+436
+172% +$47.6K 0.01% 225
2021
Q3 		$28K Buy
+253
New +$28.4K ﹤0.01% 225
2021
Q1 		– Sell
-2
Closed – – 225
2020
Q4 		$0 Buy
+2
New +$226 ﹤0.01% 211
2020
Q3 		– Sell
-253
Closed -$28K – 187
2020
Q2 		$28K Sell
253
-300
-54% -$31K ﹤0.01% 175
2020
Q1 		$53K Buy
+553
New +$61K 0.01% 176

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Oxford Financial Group's EMB Position: Q3 2025 in Review

Oxford Financial Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2025, closing a stake of 23 shares — an estimated $2.13K sold.

Oxford Financial Group first reported a position in EMB in Q1 2020 and held it in 15 quarters. The position peaked at $85K in Q3 2022. 889 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

  • Oxford Financial Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Oxford Financial Group sold 23 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $2.13K.
  • Oxford Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2020 and held it in 15 quarters.
  • Oxford Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $85K in Q3 2022.
  • 889 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Oxford Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.