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

Berger 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 Q1	$7.51M	Sell	79,989 -12,626	-14%	-$1.21M	0.42%	48
2025 Q4	$8.92M	Buy	92,615 +5,520	+6%	+$530K	0.52%	40
2025 Q3	$8.29M	Buy	87,095 +1,047	+1%	+$98K	0.5%	41
2025 Q2	$7.97M	Buy	86,048 +4,876	+6%	+$439K	0.51%	41
2025 Q1	$7.35M	Buy	81,172 +12,585	+18%	+$1.14M	0.51%	44
2024 Q4	$6.11M	Buy	68,587 +5,992	+10%	+$547K	0.42%	55
2024 Q3	$5.86M	Buy	62,595 +3,288	+6%	+$300K	0.42%	57
2024 Q2	$5.25M	Buy	59,307 +7,723	+15%	+$685K	0.42%	57
2024 Q1	$4.63M	Buy	51,584 +8,355	+19%	+$736K	0.38%	79
2023 Q4	$3.85M	Buy	43,229 +2,291	+6%	+$193K	0.4%	76
2023 Q3	$3.38M	Buy	40,938 +2,986	+8%	+$255K	0.39%	79
2023 Q2	$3.28M	Buy	37,952 +3,559	+10%	+$304K	0.37%	80
2023 Q1	$2.97M	Buy	34,393 +2,514	+8%	+$217K	0.36%	81
2022 Q4	$2.7M	Buy	31,879 +1,030	+3%	+$85.1K	0.36%	77
2022 Q3	$2.45M	Buy	30,849 +2,877	+10%	+$246K	0.36%	77
2022 Q2	$2.39M	Buy	27,972 +2,241	+9%	+$203K	0.35%	69
2022 Q1	$2.52M	Buy	25,731 +16,015	+165%	+$1.62M	0.32%	75
2021 Q4	$1.06M	Buy	9,716 +6,772	+230%	+$739K	0.14%	99
2021 Q3	$324K	Buy	2,944 +525	+22%	+$59K	0.06%	153
2021 Q2	$272K	Buy	+2,419	New	+$269K	0.05%	170

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

Berger Financial Group's EMB Position: Q1 2026 in Review

Berger Financial Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 14% in Q1 2026, selling an estimated $1.21M and leaving 79,989 shares worth $7.51M. The position accounts for 0.42% of the portfolio, ranked #48.

Berger Financial Group first reported a position in EMB in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.92M in Q4 2025. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Berger Financial Group held 79,989 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $7.51M as of Q1 2026.
Berger Financial Group sold 12,626 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $1.21M.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.42% of Berger Financial Group's portfolio in Q1 2026, its #48 holding.
Berger Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2021 and has held it in 20 quarters since.
Berger Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $8.92M in Q4 2025.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.