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

Cherry Tree 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 Q1	$36.6K	Buy	389 +210	+117%	+$20.2K	0.01%	301
2025 Q4	$17.2K	Buy	179 +3	+2%	+$288	﹤0.01%	369
2025 Q3	$16.8K	Buy	176 +2	+1%	+$187	﹤0.01%	355
2025 Q2	$16.1K	Buy	174 +3	+2%	+$270	﹤0.01%	358
2025 Q1	$15.5K	Buy	171 +2	+1%	+$181	﹤0.01%	375
2024 Q4	$15.1K	Buy	169 +3	+2%	+$274	﹤0.01%	368
2024 Q3	$15.6K	Buy	166 +2	+1%	+$182	﹤0.01%	369
2024 Q2	$14.5K	Buy	164 +2	+1%	+$177	﹤0.01%	358
2024 Q1	$14.6K	Buy	162 +1	+0.6%	+$88	﹤0.01%	345
2023 Q4	$14.3K	Buy	161 +3	+2%	+$253	﹤0.01%	330
2023 Q3	$13.1K	Buy	158 +2	+1%	+$171	﹤0.01%	320
2023 Q2	$13.5K	Buy	+156	New	+$13.3K	﹤0.01%	313

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Cherry Tree Wealth Management's EMB Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 117% in Q1 2026, buying an estimated $20.2K and bringing the position to 389 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #301.

Cherry Tree Wealth Management first reported a position in EMB in Q2 2023 and has held it in 12 quarters since. 844 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Cherry Tree Wealth Management held 389 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $36.6K as of Q1 2026.
Cherry Tree Wealth Management bought 210 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q1 2026, an estimated $20.2K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #301 holding.
Cherry Tree 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.
844 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.