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Carter Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Carter Financial 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 		$814K Buy
8,436
+854
+11% +$81.8K 0.42% 47
2026
Q1 		$712K Sell
7,582
-232
-3% -$22.3K 0.44% 46
2025
Q4 		$752K Buy
7,814
+90
+1% +$8.65K 0.45% 45
2025
Q3 		$735K Buy
7,724
+55
+0.7% +$5.15K 0.44% 45
2025
Q2 		$710K Buy
+7,669
New +$690K 0.46% 44
2022
Q1 		$289K Buy
+2,954
New +$299K 0.39% 36

Other funds holding EMB

NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
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
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Carter Financial Group's EMB Position: Q2 2026 in Review

Carter Financial Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 11% in Q2 2026, buying an estimated $81.8K and bringing the position to 8,436 shares worth $814K. The position accounts for 0.42% of the portfolio, ranked #47.

Carter Financial Group first reported a position in EMB in Q1 2022 and has held it in 6 quarters since. 364 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

  • Carter Financial Group held 8,436 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $814K as of Q2 2026.
  • Carter Financial Group bought 854 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $81.8K.
  • iShares JPMorgan USD Emerging Markets Bond ETF made up 0.42% of Carter Financial Group's portfolio in Q2 2026, its #47 holding.
  • Carter Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2022 and has held it in 6 quarters since.
  • 364 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.