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 Q3	$830K	Buy	9,133 +697	+8%	+$65.9K	0.42%	47
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

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

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Carter Financial Group's EMB Position: Q3 2026 in Review

Carter Financial Group increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 8.3% in Q3 2026, buying an estimated $65.9K and bringing the position to 9,133 shares worth $830K. 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 7 quarters since. 581 funds tracked by Wall St. Rank hold EMB as of Q3 2026.

Carter Financial Group held 9,133 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $830K as of Q3 2026.
Carter Financial Group bought 697 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q3 2026, an estimated $65.9K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.42% of Carter Financial Group's portfolio in Q3 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 7 quarters since.
581 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.