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Sunesis Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Sunesis 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
Q4 		– Sell
-4,840
Closed -$461K – 54
2025
Q3 		$461K Buy
+4,840
New +$453K 0.22% 34
2025
Q1 		$438K Hold
4,840
– – 0.24% 33
2024
Q4 		$431K Hold
4,840
– – 0.26% 32
2024
Q3 		$453K Hold
4,840
– – 0.27% 32
2024
Q2 		$428K Sell
4,840
-19
-0.4% -$1.69K 0.25% 36
2024
Q1 		$436K Sell
4,859
-3,919
-45% -$345K 0.26% 36
2023
Q4 		$782K Sell
8,778
-70
-0.8% -$5.89K 0.48% 35
2023
Q3 		$730K Buy
+8,848
New +$755K 0.52% 33
2023
Q1 		$1.04M Buy
12,028
+3,224
+37% +$278K 0.75% 24
2022
Q4 		$745K Hold
8,804
– – 0.48% 34
2022
Q3 		$699K Sell
8,804
-90
-1% -$7.69K 0.48% 33
2022
Q2 		$759K Hold
8,894
– – 0.49% 34
2022
Q1 		$869K Sell
8,894
-762
-8% -$77.2K 0.5% 33
2021
Q4 		$1.05M Hold
9,656
– – 0.77% 22
2021
Q3 		$1.06M Hold
9,656
– – 0.82% 20
2021
Q2 		$1.09M Sell
9,656
-89
-0.9% -$9.9K 0.83% 19
2021
Q1 		$1.06M Hold
9,745
– – 0.85% 19
2020
Q4 		$1.13M Hold
9,745
– – 0.91% 19
2020
Q3 		$1.08M Sell
9,745
-176
-2% -$19.8K 0.96% 19
2020
Q2 		$1.08M Hold
9,921
– – 1% 19
2020
Q1 		$959K Sell
9,921
-855
-8% -$94.3K 0.96% 19
2019
Q4 		$1.23M Sell
10,776
-302
-3% -$34.1K 1.12% 17
2019
Q3 		$1.26M Hold
11,078
– – 1.3% 17
2019
Q2 		$1.25M Hold
11,078
– – 1.34% 17
2019
Q1 		$1.22M Hold
11,078
– – 1.23% 18
2018
Q4 		$1.15M Sell
11,078
-144
-1% -$15.1K 1.26% 17
2018
Q3 		$1.21M Sell
11,222
-2,151
-16% -$231K 1.22% 19
2018
Q2 		$1.43M Buy
+13,373
New +$1.46M 1.75% 14

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sunesis Advisors's EMB Position: Q4 2025 in Review

Sunesis Advisors sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 4,840 shares — an estimated $461K sold.

Sunesis Advisors first reported a position in EMB in Q2 2018 and held it in 28 quarters. The position peaked at $1.43M in Q2 2018. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

  • Sunesis Advisors reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sunesis Advisors sold 4,840 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $461K.
  • Sunesis Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2018 and held it in 28 quarters.
  • Sunesis Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.43M in Q2 2018.
  • 961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Sunesis Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.