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Brown Wealth Management’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Brown Wealth Management’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 		$257K Sell
2,666
-53
-2% -$5.08K 0.06% 121
2026
Q1 		$255K Sell
2,719
-424
-13% -$40.7K 0.07% 106
2025
Q4 		$303K Buy
3,143
+56
+2% +$5.38K 0.08% 86
2025
Q3 		$294K Sell
3,087
-152
-5% -$14.2K 0.08% 83
2025
Q2 		$300K Sell
3,239
-754
-19% -$67.9K 0.09% 79
2025
Q1 		$362K Sell
3,993
-1,417
-26% -$128K 0.12% 72
2024
Q4 		$482K Buy
5,410
+2,512
+87% +$229K 0.17% 51
2024
Q3 		$271K Sell
2,898
-56
-2% -$5.1K 0.1% 73
2024
Q2 		$261K Buy
2,954
+148
+5% +$13.1K 0.11% 72
2024
Q1 		$252K Sell
2,806
-436
-13% -$38.4K 0.1% 76
2023
Q4 		$289K Buy
+3,242
New +$273K 0.13% 68
2023
Q3 		– Sell
-3,846
Closed -$333K – 89
2023
Q2 		$333K Buy
+3,846
New +$328K 0.17% 69

Other funds holding EMB

PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Brown Wealth Management's EMB Position: Q2 2026 in Review

Brown Wealth Management reduced its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 1.9% in Q2 2026, selling an estimated $5.08K and leaving 2,666 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #121.

Brown Wealth Management first reported a position in EMB in Q2 2023 and has held it in 12 quarters since. The position peaked at $482K in Q4 2024. 178 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Brown Wealth Management held 2,666 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $257K as of Q2 2026.
  • Brown Wealth Management sold 53 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $5.08K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.06% of Brown Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Brown Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • Brown Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $482K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.