Colonial Trust Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Colonial Trust Advisors’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	–	Hold	0	–	–	–	714
2025 Q4	–	Hold	0	–	–	–	690
2025 Q3	–	Hold	0	–	–	–	677
2025 Q2	–	Sell	-110	Closed	-$9.9K	–	689
2025 Q1	$10K	Hold	110	–	–	﹤0.01%	497
2024 Q4	$9.84K	Hold	110	–	–	﹤0.01%	492
2024 Q3	$10.3K	Hold	110	–	–	﹤0.01%	536
2024 Q2	$9.77K	Sell	110 -8	-7%	-$709	﹤0.01%	526
2024 Q1	$10.6K	Buy	+118	New	+$10.4K	﹤0.01%	585

Other funds holding EMB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Colonial Trust Advisors's EMB Position: Q1 2026 in Review

Colonial Trust Advisors held its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) position steady in Q1 2026 at 0 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Colonial Trust Advisors first reported a position in EMB in Q1 2024 and has held it in 5 quarters since. The position peaked at $10.6K in Q1 2024. 840 funds tracked by Wall St. Rank hold EMB as of Q1 2026.

Colonial Trust Advisors held 0 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $42 as of Q1 2026.
Colonial Trust Advisors left its iShares JPMorgan USD Emerging Markets Bond ETF share count unchanged in Q1 2026.
iShares JPMorgan USD Emerging Markets Bond ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #714 holding.
Colonial Trust Advisors first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q1 2024 and has held it in 5 quarters since.
Colonial Trust Advisors's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $10.6K in Q1 2024.
840 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.