XF
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XML Financial’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

XML Financial’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
-3,986
Closed -$361K – 401
2025
Q1 		$361K Sell
3,986
-535
-12% -$48.4K 0.03% 266
2024
Q4 		$403K Sell
4,521
-184
-4% -$16.8K 0.04% 255
2024
Q3 		$440K Sell
4,705
-107
-2% -$9.75K 0.04% 246
2024
Q2 		$426K Buy
4,812
+51
+1% +$4.52K 0.04% 235
2024
Q1 		$427K Sell
4,761
-250
-5% -$22K 0.04% 239
2023
Q4 		$446K Buy
5,011
+354
+8% +$29.8K 0.05% 223
2023
Q3 		$384K Sell
4,657
-729
-14% -$62.2K 0.05% 227
2023
Q2 		$466K Sell
5,386
-195
-3% -$16.6K 0.05% 224
2023
Q1 		$480K Sell
5,581
-258
-4% -$22.2K 0.06% 209
2022
Q4 		$494K Sell
5,839
-5,800
-50% -$479K 0.06% 204
2022
Q3 		$924K Sell
11,639
-2,422
-17% -$207K 0.13% 142
2022
Q2 		$1.2M Sell
14,061
-538
-4% -$48.6K 0.27% 75
2022
Q1 		$1.43M Sell
14,599
-3,307
-18% -$335K 0.17% 126
2021
Q4 		$1.95M Buy
17,906
+40
+0.2% +$4.36K 0.24% 104
2021
Q3 		$1.97M Buy
17,866
+949
+6% +$107K 0.26% 100
2021
Q2 		$1.9M Buy
+16,917
New +$1.88M 0.42% 55
2021
Q1 		– Sell
-15,881
Closed -$1.84M – 219
2020
Q4 		$1.84M Buy
15,881
+168
+1% +$19K 0.48% 52
2020
Q3 		$1.74M Buy
15,713
+34
+0.2% +$3.82K 0.54% 46
2020
Q2 		$1.71M Sell
15,679
-125
-0.8% -$12.9K 0.59% 41
2020
Q1 		$1.53M Buy
15,804
+2,626
+20% +$290K 0.66% 41
2019
Q4 		$1.51M Buy
+13,178
New +$1.49M 0.55% 45

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

XML Financial's EMB Position: Q2 2025 in Review

XML Financial sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2025, closing a stake of 3,986 shares — an estimated $361K sold.

XML Financial first reported a position in EMB in Q4 2019 and held it in 21 quarters. The position peaked at $1.97M in Q3 2021. 843 funds tracked by Wall St. Rank hold EMB as of Q2 2025.

  • XML Financial reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2025 after selling out during the quarter.
  • XML Financial sold 3,986 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2025, an estimated $361K.
  • XML Financial first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2019 and held it in 21 quarters.
  • XML Financial's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $1.97M in Q3 2021.
  • 843 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2025.

Based on XML Financial's 13F filing for Q2 2025, filed 17 Jul 2025.