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 Q3	$269K	Buy	2,963 +297	+11%	+$28.1K	0.06%	117
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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Brown Wealth Management's EMB Position: Q3 2026 in Review

Brown Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q3 2026, buying an estimated $28.1K and bringing the position to 2,963 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #117.

Brown Wealth Management first reported a position in EMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $482K in Q4 2024. 197 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

Brown Wealth Management held 2,963 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $269K as of Q3 2026.
Brown Wealth Management bought 297 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $28.1K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.06% of Brown Wealth Management's portfolio in Q3 2026, its #117 holding.
Brown Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023 and has held it in 13 quarters since.
Brown Wealth Management's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $482K in Q4 2024.
197 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.