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Birchwood Financial Partners’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Birchwood Financial Partners’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 		– Sell
-35
Closed -$3.29K – 354
2026
Q1 		$3.29K Sell
35
-35
-50% -$3.36K ﹤0.01% 320
2025
Q4 		$6.74K Buy
+70
New +$6.73K 0.01% 298

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AHSSHC
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Bank of America
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HSBC Holdings
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Betterment LLC
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NFA
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Birchwood Financial Partners's EMB Position: Q2 2026 in Review

Birchwood Financial Partners sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 35 shares — an estimated $3.29K sold.

Birchwood Financial Partners first reported a position in EMB in Q4 2025 and held it in 2 quarters. The position peaked at $6.74K in Q4 2025. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Birchwood Financial Partners reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Birchwood Financial Partners sold 35 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $3.29K.
  • Birchwood Financial Partners first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and held it in 2 quarters.
  • Birchwood Financial Partners's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $6.74K in Q4 2025.
  • 829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.