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

Avaii 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 Q1	–	Sell	-3,785	Closed	-$364K	–	163
2025 Q4	$364K	Buy	3,785 +600	+19%	+$57.7K	0.13%	98
2025 Q3	$303K	Buy	3,185 +230	+8%	+$21.5K	0.12%	109
2025 Q2	$274K	Sell	2,955 -17	-0.6%	-$1.53K	0.12%	108
2025 Q1	$269K	Buy	2,972 +227	+8%	+$20.6K	0.14%	95
2024 Q4	$244K	Buy	+2,745	New	+$251K	0.12%	111

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

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

Avaii Wealth Management sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q1 2026, closing a stake of 3,785 shares — an estimated $364K sold.

Avaii Wealth Management first reported a position in EMB in Q4 2024 and held it in 5 quarters. The position peaked at $364K in Q4 2025. 839 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Avaii Wealth Management reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q1 2026 after selling out during the quarter.
Avaii Wealth Management sold 3,785 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $364K.
Avaii Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2024 and held it in 5 quarters.
Avaii Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $364K in Q4 2025.
839 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.