Apella Capital’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Apella Capital’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	$31.2M	Buy	325,017 +39,151	+14%	+$3.75M	0.44%	54
2026 Q1	$27.6M	Buy	285,866 +59,816	+26%	+$5.75M	0.41%	58
2025 Q4	$21.8M	Buy	226,050 +26,834	+13%	+$2.58M	0.43%	55
2025 Q3	$19.1M	Buy	199,216 +46,844	+31%	+$4.39M	0.42%	57
2025 Q2	$14M	Buy	152,372 +30,467	+25%	+$2.74M	0.38%	53
2025 Q1	$10.8M	Buy	121,905 +26,831	+28%	+$2.43M	0.37%	57
2024 Q4	$8.47M	Buy	95,074 +11,984	+14%	+$1.09M	0.32%	54
2024 Q3	$7.75M	Buy	83,090 +12,669	+18%	+$1.15M	0.32%	52
2024 Q2	$6.28M	Buy	70,421 +7,948	+13%	+$705K	0.28%	57
2024 Q1	$5.62M	Buy	62,473 +12,352	+25%	+$1.09M	0.28%	60
2023 Q4	$4.38M	Buy	50,121 +11,340	+29%	+$955K	0.24%	68
2023 Q3	$3.2M	Buy	38,781 +6,334	+20%	+$540K	0.23%	65
2023 Q2	$2.81M	Buy	+32,447	New	+$2.77M	0.2%	69
2022 Q4	$1.67M	Buy	+19,706	New	+$1.63M	0.15%	79
2022 Q2	–	Sell	-2,172	Closed	-$212K	–	222
2022 Q1	$212K	Sell	2,172 -658	-23%	-$66.7K	0.03%	196
2021 Q4	$309K	Sell	2,830 -4,472	-61%	-$488K	0.04%	163
2021 Q3	$804K	Buy	+7,302	New	+$820K	0.12%	100

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

Apella Capital's EMB Position: Q2 2026 in Review

Apella Capital increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 14% in Q2 2026, buying an estimated $3.75M and bringing the position to 325,017 shares worth $31.2M. The position accounts for 0.44% of the portfolio, ranked #54.

Apella Capital first reported a position in EMB in Q3 2021 and has held it in 17 quarters since. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Apella Capital held 325,017 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $31.2M as of Q2 2026.
Apella Capital bought 39,151 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $3.75M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.44% of Apella Capital's portfolio in Q2 2026, its #54 holding.
Apella Capital first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2021 and has held it in 17 quarters since.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.