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

Angeles 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
2025 Q4	–	Sell	-316	Closed	-$30.1K	–	473
2025 Q3	$30.1K	Sell	316 -750	-70%	-$70.2K	﹤0.01%	382
2025 Q2	$98.7K	Buy	+1,066	New	+$96K	0.01%	359

Other funds holding EMB

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Angeles Wealth Management's EMB Position: Q4 2025 in Review

Angeles Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q4 2025, closing a stake of 316 shares — an estimated $30.1K sold.

Angeles Wealth Management first reported a position in EMB in Q2 2025 and held it in 2 quarters. The position peaked at $98.7K in Q2 2025. 965 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

Angeles Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q4 2025 after selling out during the quarter.
Angeles Wealth Management sold 316 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $30.1K.
Angeles Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2025 and held it in 2 quarters.
Angeles Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $98.7K in Q2 2025.
965 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Angeles Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.