RAFFA WEALTH MANAGEMENT, LLC’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	–	Sell	-108	Closed	-$9.78K	–	1114
2025 Q1	$9.78K	Hold	108	–	–	﹤0.01%	320
2024 Q4	$9.62K	Buy	+108	New	+$9.86K	﹤0.01%	335
2023 Q2	–	Sell	-128	Closed	-$11K	–	1074
2023 Q1	$11K	Hold	128	–	–	﹤0.01%	281
2022 Q4	$10.8K	Hold	128	–	–	﹤0.01%	273
2022 Q3	$10.2K	Hold	128	–	–	﹤0.01%	278
2022 Q2	$10.9K	Hold	128	–	–	0.01%	277
2022 Q1	$12.5K	Hold	128	–	–	﹤0.01%	267
2021 Q4	$14K	Hold	128	–	–	﹤0.01%	258
2021 Q3	$14.1K	Hold	128	–	–	﹤0.01%	222
2021 Q2	$14.4K	Buy	+128	New	+$14.2K	0.01%	225
2015 Q3	–	Sell	-27	Closed	-$2.97K	–	846
2015 Q2	$2.97K	Buy	27 +3	+13%	+$336	﹤0.01%	242
2015 Q1	$2.69K	Buy	24 +1	+4%	+$111	﹤0.01%	241
2014 Q4	$2.52K	Hold	23	–	–	﹤0.01%	235
2014 Q3	$2.6K	Sell	23 -17	-43%	-$1.95K	﹤0.01%	231
2014 Q2	$4.61K	Buy	40 +3	+8%	+$340	﹤0.01%	185
2014 Q1	$4.12K	Buy	37 +14	+61%	+$1.52K	﹤0.01%	185
2013 Q4	$2.52K	Buy	+23	New	+$2.51K	﹤0.01%	235

Other funds holding EMB

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EMB Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 108 shares — an estimated $9.78K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EMB in Q4 2013 and held it in 17 quarters. The position peaked at $14.4K in Q2 2021. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 108 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $9.78K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2013 and held it in 17 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $14.4K in Q2 2021.
843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.