Austin Private Wealth’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Austin Private Wealth’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	$3.23M	Buy	33,578 +665	+2%	+$63.9K	0.24%	59
2025 Q3	$3.13M	Sell	32,913 -2,259	-6%	-$212K	0.24%	62
2025 Q2	$3.26M	Buy	35,172 +196	+0.6%	+$17.6K	0.26%	58
2025 Q1	$3.17M	Buy	34,976 +13,354	+62%	+$1.21M	0.28%	49
2024 Q4	$1.93M	Buy	21,622 +724	+3%	+$66.1K	0.18%	52
2024 Q3	$1.96M	Buy	20,898 +614	+3%	+$56K	0.19%	47
2024 Q2	$1.79M	Sell	20,284 -6,727	-25%	-$596K	0.19%	49
2024 Q1	$2.41M	Buy	27,011 +13,306	+97%	+$1.17M	0.28%	42
2023 Q4	$1.22M	Buy	13,705 +308	+2%	+$25.9K	0.15%	57
2023 Q3	$1.11M	Buy	13,397 +271	+2%	+$23.1K	0.16%	53
2023 Q2	$1.14M	Buy	13,126 +554	+4%	+$47.3K	0.16%	48
2023 Q1	$1.08M	Buy	12,572 +9,558	+317%	+$824K	0.17%	47
2022 Q4	$255K	Buy	3,014 +264	+10%	+$21.8K	0.04%	126
2022 Q3	$218K	Buy	+2,750	New	+$235K	0.05%	116

Other funds holding EMB

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

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

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

AHSSHC

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Austin Private Wealth's EMB Position: Q4 2025 in Review

Austin Private Wealth increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 2% in Q4 2025, buying an estimated $63.9K and bringing the position to 33,578 shares worth $3.23M. The position accounts for 0.24% of the portfolio, ranked #59.

Austin Private Wealth first reported a position in EMB in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.26M in Q2 2025. 961 funds tracked by Wall St. Rank hold EMB as of Q4 2025.

Austin Private Wealth held 33,578 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.23M as of Q4 2025.
Austin Private Wealth bought 665 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q4 2025, an estimated $63.9K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.24% of Austin Private Wealth's portfolio in Q4 2025, its #59 holding.
Austin Private Wealth first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2022 and has held it in 14 quarters since.
Austin Private Wealth's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.26M in Q2 2025.
961 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.