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 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

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

Activest Wealth Management's EMB Position: Q2 2026 in Review

Activest Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 3.7% in Q2 2026, buying an estimated $21.2K and bringing the position to 6,172 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #66.

Activest Wealth Management first reported a position in EMB in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.66M in Q4 2021. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Activest Wealth Management held 6,172 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $595K as of Q2 2026.
Activest Wealth Management bought 221 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $21.2K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.12% of Activest Wealth Management's portfolio in Q2 2026, its #66 holding.
Activest Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2021 and has held it in 19 quarters since.
Activest Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.66M in Q4 2021.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.