1 North Wealth Services’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

1 North Wealth Services’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
2026 Q2	$13.9M	Buy	144,539 +9,182	+7%	+$879K	4.56%	6
2026 Q1	$12.7M	Buy	135,357 +143	+0.1%	+$13.7K	4.59%	6
2025 Q4	$13M	Buy	135,214 +2,603	+2%	+$250K	4.58%	5
2025 Q3	$12.6M	Buy	132,611 +715	+0.5%	+$66.9K	5.17%	6
2025 Q2	$12.2M	Buy	131,896 +2,717	+2%	+$245K	4.85%	7
2025 Q1	$11.7M	Buy	129,179 +9,709	+8%	+$879K	5.42%	6
2024 Q4	$10.6M	Buy	+119,470	New	+$10.9M	4.51%	5
2019 Q4	$0	Hold	1	–	–	﹤0.01%	364
2019 Q3	$0	Buy	+1	New	+$114	﹤0.01%	331
2019 Q1	$0	Sell	1 -1,239	-100%	-$134K	﹤0.01%	320
2018 Q4	$129K	Buy	+1,240	New	+$130K	0.11%	57

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

1 North Wealth Services's EMB Position: Q2 2026 in Review

1 North Wealth Services increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 6.8% in Q2 2026, buying an estimated $879K and bringing the position to 144,539 shares worth $13.9M. The position accounts for 4.56% of the portfolio, ranked #6.

1 North Wealth Services first reported a position in EMB in Q4 2018 and has held it in 11 quarters since. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

1 North Wealth Services held 144,539 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $13.9M as of Q2 2026.
1 North Wealth Services bought 9,182 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $879K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 4.56% of 1 North Wealth Services's portfolio in Q2 2026, its #6 holding.
1 North Wealth Services first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2018 and has held it in 11 quarters since.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.