Beacon Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Beacon Financial Group’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	$273K	Sell	2,829 -316	-10%	-$30.3K	0.02%	325
2026 Q1	$295K	Sell	3,145 -30,662	-91%	-$2.95M	0.03%	290
2025 Q4	$3.25M	Buy	33,807 +2,775	+9%	+$267K	0.32%	79
2025 Q3	$2.95M	Buy	31,032 +5,215	+20%	+$488K	0.29%	85
2025 Q2	$2.39M	Buy	25,817 +2,601	+11%	+$234K	0.25%	102
2025 Q1	$2.1M	Buy	23,216 +2,755	+13%	+$249K	0.23%	104
2024 Q4	$1.82M	Buy	20,461 +2,977	+17%	+$272K	0.2%	116
2024 Q3	$1.64M	Buy	17,484 +1,482	+9%	+$135K	0.18%	132
2024 Q2	$1.42M	Buy	16,002 +4,093	+34%	+$363K	0.16%	137
2024 Q1	$1.07M	Buy	11,909 +1,745	+17%	+$154K	0.12%	150
2023 Q4	$905K	Buy	+10,164	New	+$856K	0.11%	159

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

Beacon Financial Group's EMB Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 10% in Q2 2026, selling an estimated $30.3K and leaving 2,829 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #325.

Beacon Financial Group first reported a position in EMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.25M in Q4 2025. 830 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Beacon Financial Group held 2,829 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $273K as of Q2 2026.
Beacon Financial Group sold 316 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $30.3K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #325 holding.
Beacon Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023 and has held it in 11 quarters since.
Beacon Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.25M in Q4 2025.
830 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.