Activest Wealth Management
EMB icon

Activest Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Activest Wealth Management’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
Q3 		$482K Sell
5,303
-869
-14% -$82.2K 0.09% 70
2026
Q2 		$595K Buy
6,172
+221
+4% +$21.2K 0.12% 66
2026
Q1 		$559K Buy
5,951
+12
+0.2% +$1.15K 0.1% 85
2025
Q4 		$572K Buy
5,939
+22
+0.4% +$2.11K 0.11% 83
2025
Q3 		$563K Buy
5,917
+21
+0.4% +$1.97K 0.11% 74
2025
Q2 		$546K Buy
5,896
+625
+12% +$56.3K 0.13% 66
2025
Q1 		$478K Buy
5,271
+8
+0.2% +$724 0.13% 68
2024
Q4 		$469K Buy
5,263
+13
+0.2% +$1.19K 0.13% 64
2024
Q3 		$491K Sell
5,250
-154
-3% -$14K 0.15% 58
2024
Q2 		$478K Sell
5,404
-219
-4% -$19.4K 0.16% 56
2024
Q1 		$504K Sell
5,623
-20,899
-79% -$1.84M 0.24% 36
2023
Q4 		$2.36M Buy
26,522
+20,078
+312% +$1.69M 1.3% 12
2023
Q3 		$532K Buy
+6,444
New +$550K 0.33% 25
2023
Q2 		– Sell
-8,297
Closed -$712K – 320
2023
Q1 		$712K Buy
+8,297
New +$715K 0.46% 24
2022
Q3 		– Sell
-6,272
Closed -$535K – 486
2022
Q2 		$535K Sell
6,272
-665
-10% -$60.1K 0.38% 27
2022
Q1 		$678K Sell
6,937
-17,491
-72% -$1.77M 0.44% 25
2021
Q4 		$2.66M Buy
24,428
+17,982
+279% +$1.96M 1.65% 10
2021
Q3 		$709K Buy
6,446
+4,167
+183% +$468K 0.47% 29
2021
Q2 		$256K Sell
2,279
-1,372
-38% -$153K 0.19% 42
2021
Q1 		$397K Buy
+3,651
New +$408K 0.32% 35

Other funds holding EMB

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Towercrest Capital Management
Towercrest Capital Management Newtown, Pennsylvania $700M AUM 8.37% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Activest Wealth Management's EMB Position: Q3 2026 in Review

Activest Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 14% in Q3 2026, selling an estimated $82.2K and leaving 5,303 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #70.

Activest Wealth Management first reported a position in EMB in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.66M in Q4 2021. 246 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

  • Activest Wealth Management held 5,303 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $482K as of Q3 2026.
  • Activest Wealth Management sold 869 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $82.2K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.09% of Activest Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Activest Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Activest Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.66M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.