Beta Wealth Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Beta Wealth 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	$2.5M	Sell	25,949 -1,159	-4%	-$111K	0.94%	24
2026 Q1	$2.55M	Sell	27,108 -1,566	-5%	-$150K	1.05%	23
2025 Q4	$2.76M	Buy	28,674 +427	+2%	+$41K	1.11%	24
2025 Q3	$2.69M	Buy	+28,247	New	+$2.64M	1.06%	24

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

Beta Wealth Group's EMB Position: Q2 2026 in Review

Beta Wealth Group reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 4.3% in Q2 2026, selling an estimated $111K and leaving 25,949 shares worth $2.5M. The position accounts for 0.94% of the portfolio, ranked #24.

Beta Wealth Group first reported a position in EMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.76M in Q4 2025. 835 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Beta Wealth Group held 25,949 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $2.5M as of Q2 2026.
Beta Wealth Group sold 1,159 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $111K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.94% of Beta Wealth Group's portfolio in Q2 2026, its #24 holding.
Beta Wealth Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2025 and has held it in 4 quarters since.
Beta Wealth Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $2.76M in Q4 2025.
835 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.