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
2020 Q3	–	Sell	-300	Closed	-$3K	–	1296
2020 Q2	$3K	Buy	+300	New	+$31K	﹤0.01%	1250

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $2.44B AUM

AE Wealth Management's EMB Position: Q1 2026 in Review

AE Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 62% in Q1 2026, selling an estimated $3.93M and leaving 25,323 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #597.

AE Wealth Management first reported a position in EMB in Q4 2017 and has held it in 32 quarters since. The position peaked at $15M in Q1 2023. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

AE Wealth Management held 25,323 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.38M as of Q1 2026.
AE Wealth Management sold 40,896 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $3.93M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #597 holding.
AE Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2017 and has held it in 32 quarters since.
AE Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $15M in Q1 2023.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.