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 Q2	$2.98M	Sell	30,860 -10,238	-25%	-$981K	0.01%	646
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 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 Pointe Advisors's EMB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 25% in Q2 2026, selling an estimated $981K and leaving 30,860 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #646.

Beacon Pointe Advisors first reported a position in EMB in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.86M in Q1 2026. 836 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Beacon Pointe Advisors held 30,860 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.98M as of Q2 2026.
Beacon Pointe Advisors sold 10,238 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $981K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #646 holding.
Beacon Pointe Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2021 and has held it in 16 quarters since.
Beacon Pointe Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $3.86M in Q1 2026.
836 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.