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

AE 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 		$2.84M Buy
29,438
+4,115
+16% +$394K 0.01% 566
2026
Q1 		$2.38M Sell
25,323
-40,896
-62% -$3.93M 0.01% 597
2025
Q4 		$6.38M Buy
66,219
+5,689
+9% +$547K 0.04% 354
2025
Q3 		$5.76M Buy
60,530
+7,207
+14% +$675K 0.04% 350
2025
Q2 		$4.94M Buy
53,323
+4,591
+9% +$413K 0.04% 350
2025
Q1 		$4.41M Sell
48,732
-1,569
-3% -$142K 0.04% 362
2024
Q4 		$4.48M Buy
50,301
+2,188
+5% +$200K 0.04% 359
2024
Q3 		$4.5M Sell
48,113
-9,409
-16% -$858K 0.04% 355
2024
Q2 		$5.09M Sell
57,522
-13,082
-19% -$1.16M 0.05% 320
2024
Q1 		$6.33M Sell
70,604
-30,809
-30% -$2.71M 0.07% 267
2023
Q4 		$8.88M Sell
101,413
-25,998
-20% -$2.19M 0.05% 423
2023
Q3 		$10.5M Sell
127,411
-9,556
-7% -$815K 0.06% 365
2023
Q2 		$11.9M Sell
136,967
-36,563
-21% -$3.12M 0.07% 337
2023
Q1 		$15M Buy
173,530
+48,816
+39% +$4.21M 0.1% 255
2022
Q4 		$10.5M Buy
124,714
+22,708
+22% +$1.88M 0.08% 307
2022
Q3 		$8.1M Buy
102,006
+30,972
+44% +$2.65M 0.06% 324
2022
Q2 		$6.06M Buy
71,034
+25,287
+55% +$2.29M 0.05% 380
2022
Q1 		$4.47M Buy
45,747
+3,067
+7% +$311K 0.03% 471
2021
Q4 		$4.66M Buy
42,680
+3,343
+8% +$365K 0.03% 432
2021
Q3 		$4.33M Buy
39,337
+9,816
+33% +$1.1M 0.04% 417
2021
Q2 		$3.32M Sell
29,521
-9,512
-24% -$1.06M 0.03% 477
2021
Q1 		$4.25M Buy
39,033
+4,462
+13% +$499K 0.04% 358
2020
Q4 		$4.01M Buy
34,571
+8,678
+34% +$983K 0.05% 307
2020
Q3 		$2.87M Buy
25,893
+3,666
+16% +$412K 0.04% 337
2020
Q2 		$2.43M Sell
22,227
-26,437
-54% -$2.74M 0.04% 351
2020
Q1 		$4.71M Sell
48,664
-3,450
-7% -$380K 0.11% 175
2019
Q4 		$5.97M Buy
52,114
+6,216
+14% +$702K 0.13% 151
2019
Q3 		$5.2M Buy
45,898
+33,095
+258% +$3.76M 0.15% 133
2019
Q2 		$1.45M Buy
12,803
+10,471
+449% +$1.15M 0.04% 309
2019
Q1 		$257K Sell
2,332
-2,681
-53% -$289K 0.02% 514
2018
Q4 		$521K Buy
5,013
+85
+2% +$8.89K 0.09% 238
2018
Q3 		$531K Buy
+4,928
New +$529K 0.03% 304
2018
Q1 		– Sell
-3,029
Closed -$352K – 459
2017
Q4 		$352K Buy
+3,029
New +$350K 0.03% 284

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
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
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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
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

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

AE Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 16% in Q2 2026, buying an estimated $394K and bringing the position to 29,438 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #566.

AE Wealth Management first reported a position in EMB in Q4 2017 and has held it in 33 quarters since. The position peaked at $15M in Q1 2023. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • AE Wealth Management held 29,438 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.84M as of Q2 2026.
  • AE Wealth Management bought 4,115 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $394K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #566 holding.
  • AE Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • AE Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15M in Q1 2023.
  • 836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.