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

Diversify 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 		$532K Sell
5,569
-8,325
-60% -$800K 0.01% 795
2025
Q4 		$1.34M Buy
13,894
+10,375
+295% +$997K 0.06% 268
2025
Q3 		$338K Buy
+3,519
New +$329K 0.02% 439
2025
Q1 		– Sell
-4,415
Closed -$392K – 519
2024
Q4 		$392K Sell
4,415
-547
-11% -$49.9K 0.03% 388
2024
Q3 		$451K Sell
4,962
-1,010
-17% -$92.1K 0.04% 334
2024
Q2 		$536K Buy
+5,972
New +$529K 0.07% 257

Other funds holding EMB

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $2.44B AUM