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

Copia 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 Q2	$1.33M	Buy	13,833 +2,114	+18%	+$202K	0.8%	36
2026 Q1	$1.1M	Buy	11,719 +9,790	+508%	+$941K	0.76%	36
2025 Q4	$186K	Buy	+1,929	New	+$185K	0.13%	107

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Copia Wealth Management's EMB Position: Q2 2026 in Review

Copia Wealth Management increased its iShares JPMorgan USD Emerging Markets Bond ETF (EMB) stake by 18% in Q2 2026, buying an estimated $202K and bringing the position to 13,833 shares worth $1.33M. The position accounts for 0.8% of the portfolio, ranked #36.

Copia Wealth Management first reported a position in EMB in Q4 2025 and has held it in 3 quarters since. 829 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Copia Wealth Management held 13,833 shares of iShares JPMorgan USD Emerging Markets Bond ETF worth $1.33M as of Q2 2026.
Copia Wealth Management bought 2,114 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $202K.
iShares JPMorgan USD Emerging Markets Bond ETF made up 0.8% of Copia Wealth Management's portfolio in Q2 2026, its #36 holding.
Copia Wealth Management first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and has held it in 3 quarters since.
829 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.