Plante Moran Financial Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Plante Moran Financial 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 Q3	–	Sell	-99	Closed	-$9.17K	–	817
2025 Q2	$9.17K	Buy	+99	New	+$8.91K	﹤0.01%	575
2025 Q1	–	Sell	-60	Closed	-$5.34K	–	838
2024 Q4	$5.34K	Sell	60 -38	-39%	-$3.47K	﹤0.01%	678
2024 Q3	$9.17K	Buy	98 +20	+26%	+$1.82K	﹤0.01%	609
2024 Q2	$6.9K	Buy	78 +2	+3%	+$177	﹤0.01%	616
2024 Q1	$6.85K	Buy	+76	New	+$6.69K	﹤0.01%	655
2023 Q2	–	Sell	-9	Closed	-$777	–	814
2023 Q1	$777	Buy	+9	New	+$776	﹤0.01%	743
2022 Q4	–	Sell	-527	Closed	-$42K	–	892
2022 Q3	$42K	Buy	+527	New	+$45K	0.01%	333
2022 Q2	–	Sell	-6	Closed	-$1K	–	994
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	775
2021 Q4	$1K	Buy	+6	New	+$655	﹤0.01%	955
2020 Q4	–	Sell	-3	Closed	–	–	911
2020 Q3	$0	Buy	+3	New	+$337	﹤0.01%	857
2020 Q2	–	Sell	-95	Closed	-$9K	–	776
2020 Q1	$9K	Buy	+95	New	+$10.5K	﹤0.01%	508
2016 Q1	–	Sell	-13	Closed	-$1K	–	895
2015 Q4	$1K	Buy	+13	New	+$1.4K	﹤0.01%	902

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Plante Moran Financial Advisors's EMB Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q3 2025, closing a stake of 99 shares — an estimated $9.17K sold.

Plante Moran Financial Advisors first reported a position in EMB in Q4 2015 and held it in 12 quarters. The position peaked at $42K in Q3 2022. 890 funds tracked by Wall St. Rank hold EMB as of Q3 2025.

Plante Moran Financial Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q3 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 99 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2025, an estimated $9.17K.
Plante Moran Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2015 and held it in 12 quarters.
Plante Moran Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $42K in Q3 2022.
890 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.