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Beacon Pointe Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Beacon Pointe Advisors’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 		$3.86M Buy
41,098
+12,610
+44% +$1.21M 0.02% 537
2025
Q4 		$2.74M Buy
28,488
+1,514
+6% +$145K 0.02% 517
2025
Q3 		$2.57M Buy
+26,974
New +$2.53M 0.02% 493
2025
Q1 		– Sell
-3,456
Closed -$308K – 1230
2024
Q4 		$308K Hold
3,456
– – ﹤0.01% 993
2024
Q3 		$323K Sell
3,456
-997
-22% -$90.9K ﹤0.01% 995
2024
Q2 		$394K Sell
4,453
-276
-6% -$24.5K ﹤0.01% 959
2024
Q1 		$424K Buy
4,729
+2,237
+90% +$197K ﹤0.01% 982
2023
Q4 		$222K Sell
2,492
-467
-16% -$39.3K ﹤0.01% 1183
2023
Q3 		$244K Buy
2,959
+456
+18% +$38.9K ﹤0.01% 1155
2023
Q2 		$217K Sell
2,503
-5,315
-68% -$454K ﹤0.01% 987
2023
Q1 		$675K Sell
7,818
-4,337
-36% -$374K 0.01% 663
2022
Q4 		$1.03M Buy
+12,155
New +$1M 0.02% 495
2022
Q2 		– Sell
-3,506
Closed -$343K – 1091
2022
Q1 		$343K Sell
3,506
-11
-0.3% -$1.11K ﹤0.01% 933
2021
Q4 		$384K Buy
3,517
+660
+23% +$72K 0.01% 642
2021
Q3 		$314K Buy
+2,857
New +$321K 0.01% 692

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Beacon Pointe Advisors's EMB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 44% in Q1 2026, buying an estimated $1.21M and bringing the position to 41,098 shares worth $3.86M. The position accounts for 0.02% of the portfolio, ranked #537.

Beacon Pointe Advisors first reported a position in EMB in Q3 2021 and has held it in 15 quarters since. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

  • Beacon Pointe Advisors held 41,098 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $3.86M as of Q1 2026.
  • Beacon Pointe Advisors bought 12,610 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.21M.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #537 holding.
  • Beacon Pointe Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2021 and has held it in 15 quarters since.
  • 840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.