Brookwood Investment Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Brookwood Investment 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	–	Sell	-2,145	Closed	-$201K	–	562
2026 Q1	$201K	Sell	2,145 -4,334	-67%	-$416K	0.02%	486
2025 Q4	$624K	Buy	6,479 +2,399	+59%	+$231K	0.07%	243
2025 Q3	$388K	Buy	4,080 +526	+15%	+$49.2K	0.05%	324
2025 Q2	$329K	Sell	3,554 -3,369	-49%	-$303K	0.05%	313
2025 Q1	$627K	Buy	+6,923	New	+$627K	0.11%	186

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

Brookwood Investment Group's EMB Position: Q2 2026 in Review

Brookwood Investment Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 2,145 shares — an estimated $201K sold.

Brookwood Investment Group first reported a position in EMB in Q1 2025 and held it in 5 quarters. The position peaked at $627K in Q1 2025. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Brookwood Investment Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
Brookwood Investment Group sold 2,145 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $201K.
Brookwood Investment Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2025 and held it in 5 quarters.
Brookwood Investment Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $627K in Q1 2025.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.