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

US 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
Q1 		$1.34M Buy
14,769
+138
+0.9% +$12.5K 0.4% 37
2024
Q4 		$1.3M Buy
14,631
+198
+1% +$18.1K 0.4% 38
2024
Q3 		$1.35M Buy
14,433
+190
+1% +$17.3K 0.42% 34
2024
Q2 		$1.26M Buy
14,243
+960
+7% +$85.1K 0.42% 38
2024
Q1 		$1.19M Buy
13,283
+522
+4% +$46K 0.41% 39
2023
Q4 		$1.14M Buy
12,761
+527
+4% +$44.4K 0.42% 38
2023
Q3 		$1.01M Buy
12,234
+1,682
+16% +$143K 0.42% 40
2023
Q2 		$913K Buy
10,552
+634
+6% +$54.1K 0.39% 36
2023
Q1 		$856K Buy
9,918
+608
+7% +$52.4K 0.38% 35
2022
Q4 		$788K Buy
9,310
+185
+2% +$15.3K 0.4% 37
2022
Q3 		$725K Buy
9,125
+943
+12% +$80.6K 0.41% 29
2022
Q2 		$698K Buy
8,182
+226
+3% +$20.4K 0.39% 27
2022
Q1 		$778K Buy
7,956
+504
+7% +$51.1K 0.37% 27
2021
Q4 		$813K Sell
7,452
-308
-4% -$33.6K 0.37% 28
2021
Q3 		$854K Sell
7,760
-1,049
-12% -$118K 0.42% 29
2021
Q2 		$991K Sell
8,809
-14,139
-62% -$1.57M 0.48% 28
2021
Q1 		$2.5M Buy
22,948
+9,537
+71% +$1.07M 0.69% 35
2020
Q4 		$1.55M Buy
+13,411
New +$1.52M 0.47% 40
2016
Q2 		– Sell
-452
Closed -$50K – 138
2016
Q1 		$50K Sell
452
-2,805
-86% -$299K 0.09% 89
2015
Q4 		$345K Buy
+3,257
New +$351K 0.33% 42
2015
Q3 		– Sell
-3,509
Closed -$386K – 576
2015
Q2 		$386K Buy
3,509
+644
+22% +$72.1K 0.36% 38
2015
Q1 		$321K Sell
2,865
-2,022
-41% -$225K 0.29% 42
2014
Q4 		$536K Buy
+4,887
New +$550K 0.48% 34

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

US Financial Advisors's EMB Position: Q1 2025 in Review

US Financial Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 0.94% in Q1 2025, buying an estimated $12.5K and bringing the position to 14,769 shares worth $1.34M. The position accounts for 0.4% of the portfolio, ranked #37.

US Financial Advisors first reported a position in EMB in Q4 2014 and has held it in 23 quarters since. The position peaked at $2.5M in Q1 2021. 877 funds tracked by Wall St. Rank hold EMB as of Q1 2025.

  • US Financial Advisors held 14,769 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.34M as of Q1 2025.
  • US Financial Advisors bought 138 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2025, an estimated $12.5K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.4% of US Financial Advisors's portfolio in Q1 2025, its #37 holding.
  • US Financial Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2014 and has held it in 23 quarters since.
  • US Financial Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.5M in Q1 2021.
  • 877 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.