Private Wealth Management Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Private Wealth Management 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 Q4	–	Sell	-3	Closed	-$286	–	1490
2025 Q3	$286	Buy	+3	New	+$281	﹤0.01%	1443
2024 Q3	–	Sell	-249	Closed	-$22K	–	1515
2024 Q2	$22K	Buy	+249	New	+$22.1K	0.01%	260

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Private Wealth Management Group's EMB Position: Q4 2025 in Review

Private Wealth Management Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 3 shares — an estimated $286 sold.

Private Wealth Management Group first reported a position in EMB in Q2 2024 and held it in 2 quarters. The position peaked at $22K in Q2 2024. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

Private Wealth Management Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 3 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $286.
Private Wealth Management Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2024 and held it in 2 quarters.
Private Wealth Management Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $22K in Q2 2024.
961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.